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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 | $40,463 | $64,705-37.5% | $62,929-35.7% | $67,986-40.5% |
| Participation rate | 42.9% | 65.6%-22.7pp | 73.1%-30.3pp | 57.2%-14.4pp |
| Annual return | 26.59% | 20.31%+6.3pp | 1063.93%-1037.3pp | 31.67%-5.1pp |
| Employer contribution / active EE | $1,747 | $2,376-26.5% | $2,505-30.2% | $2,019-13.4% |
| Participant deferral / active EE | $2,453 | $3,198-23.3% | $3,888-36.9% | $3,358-26.9% |
| Admin fee / account holder | $1,960 | $1,428+37.2% | $5,065-61.3% | $3,203-38.8% |