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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 | $43,353 | $39,162+10.7% | $100,671-56.9% | $59,633-27.3% |
| Participation rate | 37.9% | 55.9%-17.9pp | 70.7%-32.8pp | 68.7%-30.7pp |
| Annual return | 0.70% | 21.07%-20.4pp | 20.43%-19.7pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $1,230 | $1,151+6.9% | $4,012-69.4% | $2,203-44.2% |
| Participant deferral / active EE | $1,853 | $1,992-7.0% | $3,144-41.1% | $3,192-41.9% |
| Admin fee / account holder | $16,689 | $2,969+462.0% | $4,850+244.1% | $4,297+288.4% |