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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,573 | $80,781-20.1% | $102,437-37.0% | $74,478-13.3% |
| Participation rate | 43.6% | 65.7%-22.1pp | 74.5%-30.9pp | 67.2%-23.6pp |
| Annual return | 15.56% | 27.58%-12.0pp | 24.95%-9.4pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $1,663 | $3,160-47.4% | $3,871-57.0% | $2,626-36.7% |
| Participant deferral / active EE | $4,036 | $3,862+4.5% | $5,060-20.2% | $4,350-7.2% |
| Admin fee / account holder | $17,663 | $2,372+644.6% | $8,388+110.6% | $1,946+807.8% |