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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 | $41,012 | $89,259-54.1% | $107,187-61.7% | $82,637-50.4% |
| Participation rate | 56.3% | 67.9%-11.6pp | 75.0%-18.7pp | 68.1%-11.7pp |
| Annual return | 18.65% | 21.02%-2.4pp | 204.55%-185.9pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,619 | $3,080-47.4% | $3,782-57.2% | $2,552-36.6% |
| Participant deferral / active EE | $3,449 | $4,037-14.6% | $5,096-32.3% | $4,126-16.4% |
| Admin fee / account holder | $4,679 | $7,381-36.6% | $9,162-48.9% | $7,339-36.2% |