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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 | $41,055 | $49,177-16.5% | $79,467-48.3% | $64,173-36.0% |
| Participation rate | 44.6% | 65.0%-20.4pp | 73.3%-28.7pp | 69.6%-25.0pp |
| Annual return | 8.53% | -1.16%+9.7pp | 718.30%-709.8pp | 7.63%+0.9pp |
| Employer contribution / active EE | $2,718 | $2,076+30.9% | $2,800-2.9% | $2,381+14.2% |
| Participant deferral / active EE | $3,081 | $2,821+9.2% | $3,704-16.8% | $3,470-11.2% |
| Admin fee / account holder | $10,490 | $3,839+173.3% | $5,104+105.5% | $4,887+114.6% |