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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 | $61,276 | $46,599+31.5% | $64,101-4.4% | $75,173-18.5% |
| Participation rate | 46.7% | 65.9%-19.3pp | 72.3%-25.6pp | 67.2%-20.5pp |
| Annual return | 12.06% | 26.06%-14.0pp | 33.72%-21.7pp | 160.72%-148.7pp |
| Employer contribution / active EE | $1,185 | $1,975-40.0% | $2,749-56.9% | $2,671-55.6% |
| Participant deferral / active EE | $1,986 | $2,837-30.0% | $3,881-48.8% | $4,126-51.9% |
| Admin fee / account holder | $37,421 | $2,956+1166.0% | $3,070+1118.8% | $5,651+562.2% |