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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 | $35,580 | $48,364-26.4% | $71,796-50.4% | $62,881-43.4% |
| Participation rate | 55.2% | 60.6%-5.5pp | 69.1%-13.9pp | 69.3%-14.1pp |
| Annual return | 6.26% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,106 | $1,042+6.2% | $1,924-42.5% | $2,281-51.5% |
| Participant deferral / active EE | $2,047 | $2,091-2.1% | $2,794-26.7% | $3,203-36.1% |
| Admin fee / account holder | $10,690 | $3,771+183.5% | $4,815+122.0% | $4,296+148.9% |