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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 | $48,906 | $47,479+3.0% | $62,929-22.3% | $82,448-40.7% |
| Participation rate | 37.5% | 66.9%-29.4pp | 73.1%-35.6pp | 68.1%-30.6pp |
| Annual return | 13.29% | 20.34%-7.1pp | 1063.93%-1050.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,462 | $1,885-22.5% | $2,505-41.6% | $2,551-42.7% |
| Participant deferral / active EE | $3,063 | $2,870+6.7% | $3,888-21.2% | $4,139-26.0% |
| Admin fee / account holder | $5,963 | $3,804+56.8% | $5,065+17.7% | $7,234-17.6% |