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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 | $47,242 | $47,479-0.5% | $62,929-24.9% | $82,448-42.7% |
| Participation rate | 54.8% | 66.9%-12.0pp | 73.1%-18.3pp | 68.1%-13.2pp |
| Annual return | 15.46% | 20.34%-4.9pp | 1063.93%-1048.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,596 | $1,885-15.3% | $2,505-36.3% | $2,551-37.4% |
| Participant deferral / active EE | $4,645 | $2,870+61.8% | $3,888+19.5% | $4,139+12.2% |
| Admin fee / account holder | $10,956 | $3,804+188.0% | $5,065+116.3% | $7,234+51.4% |