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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 | $57,677 | $107,666-46.4% | $102,184-43.6% | $154,746-62.7% |
| Participation rate | 64.3% | 83.7%-19.4pp | 82.6%-18.3pp | 80.7%-16.4pp |
| Annual return | 12.00% | 29.33%-17.3pp | 31.58%-19.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,258 | $3,846-67.3% | $3,594-65.0% | $4,379-71.3% |
| Participant deferral / active EE | $5,322 | $8,719-39.0% | $8,309-36.0% | $6,730-20.9% |
| Admin fee / account holder | $44,334 | $12,943+242.5% | $11,609+281.9% | $14,365+208.6% |