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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 | $58,275-27.8% | $81,844-48.6% | $80,935-48.0% |
| Participation rate | 61.4% | 63.5%-2.1pp | 72.4%-11.0pp | 67.7%-6.3pp |
| Annual return | 14.91% | 41.82%-26.9pp | 778.87%-764.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,874 | $2,346-20.1% | $2,916-35.7% | $2,757-32.0% |
| Participant deferral / active EE | $4,156 | $3,285+26.5% | $4,323-3.9% | $4,299-3.3% |
| Admin fee / account holder | $19,763 | $4,749+316.2% | $7,355+168.7% | $6,924+185.4% |