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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 | $43,999 | $60,139-26.8% | $90,461-51.4% | $79,856-44.9% |
| Participation rate | 45.1% | 65.0%-19.9pp | 72.7%-27.6pp | 69.6%-24.5pp |
| Annual return | 16.67% | 71.96%-55.3pp | 1294.76%-1278.1pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,089 | $2,069-47.4% | $3,264-66.6% | $2,471-55.9% |
| Participant deferral / active EE | $2,859 | $2,939-2.7% | $3,964-27.9% | $3,741-23.6% |
| Admin fee / account holder | $4,747 | $3,978+19.3% | $5,617-15.5% | $5,306-10.5% |