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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 | $56,116-25.9% | $135,768-69.4% | $86,983-52.2% |
| Participation rate | 44.4% | 60.1%-15.7pp | 71.1%-26.6pp | 69.5%-25.1pp |
| Annual return | 15.68% | 125.33%-109.6pp | 526.10%-510.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,212 | $1,528-20.7% | $3,394-64.3% | $2,584-53.1% |
| Participant deferral / active EE | $2,183 | $2,690-18.8% | $3,977-45.1% | $4,194-47.9% |
| Admin fee / account holder | $1,036 | $4,314-76.0% | $7,048-85.3% | $7,856-86.8% |