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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 | $58,258-27.8% | $81,820-48.6% | $80,925-48.0% |
| Participation rate | 61.4% | 63.5%-2.1pp | 72.4%-11.0pp | 67.7%-6.3pp |
| Annual return | 14.91% | 41.76%-26.9pp | 777.93%-763.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $1,874 | $2,345-20.1% | $2,915-35.7% | $2,756-32.0% |
| Participant deferral / active EE | $4,156 | $3,284+26.6% | $4,323-3.9% | $4,299-3.3% |
| Admin fee / account holder | $19,763 | $4,976+297.1% | $7,391+167.4% | $6,940+184.8% |