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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 | $64,573 | $80,748-20.0% | $102,383-36.9% | $74,429-13.2% |
| Participation rate | 43.6% | 65.7%-22.1pp | 74.5%-30.9pp | 67.2%-23.6pp |
| Annual return | 15.56% | 27.57%-12.0pp | 24.94%-9.4pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $1,663 | $3,159-47.4% | $3,870-57.0% | $2,625-36.6% |
| Participant deferral / active EE | $4,036 | $3,861+4.5% | $5,060-20.2% | $4,348-7.2% |
| Admin fee / account holder | $17,663 | $2,371+645.0% | $8,391+110.5% | $1,944+808.5% |