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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 | $47,690 | $80,753-40.9% | $136,298-65.0% | $62,293-23.4% |
| Participation rate | 65.3% | 73.5%-8.2pp | 81.9%-16.6pp | 69.5%-4.2pp |
| Annual return | 22.64% | 35.83%-13.2pp | 5156.27%-5133.6pp | 28.90%-6.3pp |
| Employer contribution / active EE | $1,438 | $2,884-50.1% | $4,696-69.4% | $2,042-29.6% |
| Participant deferral / active EE | $2,501 | $5,164-51.6% | $6,247-60.0% | $3,169-21.1% |
| Admin fee / account holder | $2,083 | $525+296.4% | $9,244-77.5% | $479+334.5% |