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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 | $45,056 | $80,781-44.2% | $102,437-56.0% | $74,478-39.5% |
| Participation rate | 36.7% | 65.7%-28.9pp | 74.5%-37.8pp | 67.2%-30.5pp |
| Annual return | 20.00% | 27.58%-7.6pp | 24.95%-4.9pp | 1370.56%-1350.6pp |
| Employer contribution / active EE | $1,363 | $3,160-56.9% | $3,871-64.8% | $2,626-48.1% |
| Participant deferral / active EE | $2,340 | $3,862-39.4% | $5,060-53.7% | $4,350-46.2% |
| Admin fee / account holder | $2,032 | $2,372-14.3% | $8,388-75.8% | $1,946+4.4% |