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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 | $47,189 | $58,828-19.8% | $78,002-39.5% | $62,881-25.0% |
| Participation rate | 45.7% | 71.1%-25.3pp | 75.5%-29.8pp | 69.3%-23.6pp |
| Annual return | 9.54% | 17.16%-7.6pp | 425.99%-416.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,026 | $1,672-38.6% | $2,470-58.5% | $2,281-55.0% |
| Participant deferral / active EE | $1,153 | $2,686-57.1% | $3,497-67.0% | $3,203-64.0% |
| Admin fee / account holder | $9,962 | $4,393+126.8% | $5,481+81.8% | $4,296+131.9% |