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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 | $50,826 | $52,279-2.8% | $89,414-43.2% | $79,852-36.3% |
| Participation rate | 41.6% | 57.5%-16.0pp | 68.0%-26.4pp | 69.6%-28.1pp |
| Annual return | 18.76% | 22.16%-3.4pp | 245.50%-226.7pp | 31.72%-13.0pp |
| Employer contribution / active EE | $1,358 | $1,572-13.6% | $2,586-47.5% | $2,471-45.0% |
| Participant deferral / active EE | $2,196 | $2,740-19.9% | $3,890-43.5% | $3,740-41.3% |
| Admin fee / account holder | $7,910 | $3,356+135.7% | $4,883+62.0% | $5,306+49.1% |