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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 | $74,059 | $60,139+23.1% | $90,461-18.1% | $79,856-7.3% |
| Participation rate | 45.9% | 65.0%-19.1pp | 72.7%-26.8pp | 69.6%-23.8pp |
| Annual return | 15.99% | 71.96%-56.0pp | 1294.76%-1278.8pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,073 | $2,069+0.2% | $3,264-36.5% | $2,471-16.1% |
| Participant deferral / active EE | $2,456 | $2,939-16.4% | $3,964-38.1% | $3,741-34.3% |
| Admin fee / account holder | $3,363 | $3,978-15.5% | $5,617-40.1% | $5,306-36.6% |