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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 | $40,942 | $56,116-27.0% | $135,768-69.8% | $86,983-52.9% |
| Participation rate | 46.7% | 60.1%-13.5pp | 71.1%-24.4pp | 69.5%-22.9pp |
| Annual return | 11.75% | 125.33%-113.6pp | 526.10%-514.3pp | 25.83%-14.1pp |
| Employer contribution / active EE | $1,072 | $1,528-29.8% | $3,394-68.4% | $2,584-58.5% |
| Participant deferral / active EE | $3,268 | $2,690+21.5% | $3,977-17.8% | $4,194-22.1% |
| Admin fee / account holder | $11,542 | $4,314+167.6% | $7,048+63.7% | $7,856+46.9% |