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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 | $46,351 | $47,479-2.4% | $62,929-26.3% | $82,448-43.8% |
| Participation rate | 41.0% | 66.9%-25.8pp | 73.1%-32.1pp | 68.1%-27.0pp |
| Annual return | 17.83% | 20.34%-2.5pp | 1063.93%-1046.1pp | 41.64%-23.8pp |
| Employer contribution / active EE | $792 | $1,885-58.0% | $2,505-68.4% | $2,551-68.9% |
| Participant deferral / active EE | $3,064 | $2,870+6.7% | $3,888-21.2% | $4,139-26.0% |
| Admin fee / account holder | $22,086 | $3,804+480.6% | $5,065+336.1% | $7,234+205.3% |