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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 | $31,883 | $176,402-81.9% | $134,162-76.2% | $158,966-79.9% |
| Participation rate | 45.5% | 78.7%-33.3pp | 72.2%-26.7pp | 82.0%-36.5pp |
| Annual return | 6.40% | 63.66%-57.3pp | 36.35%-29.9pp | 302.95%-296.6pp |
| Employer contribution / active EE | $1,351 | $5,042-73.2% | $3,705-63.5% | $4,762-71.6% |
| Participant deferral / active EE | $2,890 | $4,093-29.4% | $3,500-17.4% | $5,983-51.7% |
| Admin fee / account holder | $47,697 | $8,719+447.0% | $6,685+613.4% | $11,250+324.0% |