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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 | $40,294 | $74,661-46.0% | $160,784-74.9% | $67,986-40.7% |
| Participation rate | 30.1% | 57.1%-27.0pp | 77.0%-46.8pp | 57.2%-27.1pp |
| Annual return | 19.80% | 28.83%-9.0pp | 1803.92%-1784.1pp | 31.67%-11.9pp |
| Employer contribution / active EE | $1,435 | $1,829-21.6% | $3,733-61.6% | $2,019-28.9% |
| Participant deferral / active EE | $2,910 | $3,681-21.0% | $6,293-53.8% | $3,358-13.4% |
| Admin fee / account holder | $7,758 | $3,959+96.0% | $9,717-20.2% | $3,203+142.2% |