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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 | $45,024 | $58,391-22.9% | $76,667-41.3% | $72,976-38.3% |
| Participation rate | 48.8% | 67.4%-18.6pp | 72.1%-23.4pp | 69.5%-20.7pp |
| Annual return | 22.76% | 2306.65%-2283.9pp | 1166.74%-1144.0pp | 81.02%-58.3pp |
| Employer contribution / active EE | $901 | $1,787-49.6% | $2,303-60.9% | $2,440-63.1% |
| Participant deferral / active EE | $2,177 | $2,690-19.1% | $3,336-34.7% | $3,608-39.7% |
| Admin fee / account holder | $3,057 | $4,014-23.8% | $6,423-52.4% | $5,124-40.3% |