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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 | $41,584 | $53,063-21.6% | $124,206-66.5% | $82,637-49.7% |
| Participation rate | 44.4% | 58.4%-14.0pp | 69.6%-25.1pp | 68.1%-23.6pp |
| Annual return | 15.68% | 68.87%-53.2pp | 515.27%-499.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,212 | $1,530-20.8% | $3,540-65.8% | $2,552-52.5% |
| Participant deferral / active EE | $2,183 | $2,644-17.4% | $3,968-45.0% | $4,126-47.1% |
| Admin fee / account holder | $1,036 | $4,281-75.8% | $5,929-82.5% | $7,339-85.9% |