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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 | $47,074 | $60,128-21.7% | $90,440-48.0% | $79,852-41.0% |
| Participation rate | 59.6% | 65.0%-5.4pp | 72.7%-13.1pp | 69.6%-10.0pp |
| Annual return | 20.55% | 71.95%-51.4pp | 1294.38%-1273.8pp | 31.72%-11.2pp |
| Employer contribution / active EE | $1,159 | $2,068-44.0% | $3,263-64.5% | $2,471-53.1% |
| Participant deferral / active EE | $2,089 | $2,939-28.9% | $3,964-47.3% | $3,740-44.1% |
| Admin fee / account holder | $1,365 | $3,977-65.7% | $5,615-75.7% | $5,306-74.3% |