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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 | $45,034 | $85,766-47.5% | $136,298-67.0% | $70,126-35.8% |
| Participation rate | 64.0% | 74.2%-10.2pp | 81.9%-17.9pp | 69.5%-5.5pp |
| Annual return | 17.03% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,892 | $2,966-36.2% | $4,696-59.7% | $2,343-19.2% |
| Participant deferral / active EE | $3,458 | $5,051-31.5% | $6,247-44.6% | $3,332+3.8% |
| Admin fee / account holder | $2,667 | $5,421-50.8% | $9,244-71.1% | $4,645-42.6% |