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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 | $44,865 | $85,766-47.7% | $136,298-67.1% | $70,126-36.0% |
| Participation rate | 48.5% | 74.2%-25.7pp | 81.9%-33.4pp | 69.5%-21.1pp |
| Annual return | 14.68% | 31.46%-16.8pp | 5156.27%-5141.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $2,976 | $2,966+0.3% | $4,696-36.6% | $2,343+27.0% |
| Participant deferral / active EE | $5,744 | $5,051+13.7% | $6,247-8.1% | $3,332+72.4% |
| Admin fee / account holder | $2,196 | $5,421-59.5% | $9,244-76.2% | $4,645-52.7% |