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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 | $36,496 | $90,486-59.7% | $78,676-53.6% | $273,972-86.7% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 3.00% | 75.62%-72.6pp | 62.19%-59.2pp | 41.46%-38.5pp |
| Employer contribution / active EE | $2,238 | $3,175-29.5% | $2,850-21.5% | $4,869-54.0% |
| Participant deferral / active EE | $2,146 | $3,901-45.0% | $3,517-39.0% | $5,287-59.4% |
| Admin fee / account holder | $15,038 | $5,263+185.7% | $4,510+233.4% | $10,133+48.4% |