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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 | $42,086 | $58,311-27.8% | $81,882-48.6% | $80,959-48.0% |
| Participation rate | 61.4% | 63.5%-2.1pp | 72.4%-11.0pp | 67.7%-6.3pp |
| Annual return | 14.91% | 41.85%-26.9pp | 779.47%-764.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,874 | $2,347-20.1% | $2,916-35.7% | $2,757-32.0% |
| Participant deferral / active EE | $4,156 | $3,287+26.4% | $4,323-3.9% | $4,300-3.4% |
| Admin fee / account holder | $19,763 | $4,752+315.9% | $7,360+168.5% | $6,925+185.4% |