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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 | $58,565 | $24,891+135.3% | $69,632-15.9% | $74,478-21.4% |
| Participation rate | 33.0% | 63.4%-30.4pp | 66.4%-33.4pp | 67.2%-34.2pp |
| Annual return | 17.31% | 18.53%-1.2pp | 101.32%-84.0pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $1,211 | $1,005+20.4% | $1,708-29.1% | $2,626-53.9% |
| Participant deferral / active EE | $2,056 | $1,908+7.8% | $2,889-28.8% | $4,350-52.7% |
| Admin fee / account holder | $10,918 | $1,904+473.3% | $4,695+132.5% | $1,946+461.1% |