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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 | $39,087 | $58,258-32.9% | $81,820-52.2% | $80,925-51.7% |
| Participation rate | 58.7% | 63.5%-4.8pp | 72.4%-13.7pp | 67.7%-9.0pp |
| Annual return | 12.05% | 41.76%-29.7pp | 777.93%-765.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,956 | $2,345-16.6% | $2,915-32.9% | $2,756-29.1% |
| Participant deferral / active EE | $2,715 | $3,284-17.3% | $4,323-37.2% | $4,299-36.8% |
| Admin fee / account holder | $23,806 | $4,976+378.4% | $7,391+222.1% | $6,940+243.0% |