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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 | $47,123 | $49,896-5.6% | $80,627-41.6% | $75,173-37.3% |
| Participation rate | 46.2% | 55.3%-9.2pp | 67.0%-20.9pp | 67.2%-21.0pp |
| Annual return | 24.87% | 34.67%-9.8pp | 936.76%-911.9pp | 160.72%-135.8pp |
| Employer contribution / active EE | $2,740 | $1,699+61.3% | $2,723+0.6% | $2,671+2.6% |
| Participant deferral / active EE | $5,150 | $2,992+72.2% | $4,443+15.9% | $4,126+24.8% |
| Admin fee / account holder | $3,218 | $3,578-10.1% | $5,381-40.2% | $5,651-43.0% |