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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 | $47,159 | $60,128-21.6% | $90,440-47.9% | $79,852-40.9% |
| Participation rate | 39.6% | 65.0%-25.4pp | 72.7%-33.1pp | 69.6%-30.1pp |
| Annual return | 19.57% | 71.95%-52.4pp | 1294.38%-1274.8pp | 31.72%-12.2pp |
| Employer contribution / active EE | $1,599 | $2,068-22.7% | $3,263-51.0% | $2,471-35.3% |
| Participant deferral / active EE | $2,241 | $2,939-23.7% | $3,964-43.5% | $3,740-40.1% |
| Admin fee / account holder | $2,525 | $3,977-36.5% | $5,615-55.0% | $5,306-52.4% |