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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 | $38,754 | $96,731-59.9% | $123,973-68.7% | $86,983-55.4% |
| Participation rate | 68.0% | 70.0%-2.0pp | 76.7%-8.7pp | 69.5%-1.5pp |
| Annual return | 14.74% | 17.33%-2.6pp | 388.13%-373.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,102 | $3,297-66.6% | $4,126-73.3% | $2,584-57.4% |
| Participant deferral / active EE | $3,518 | $4,152-15.3% | $5,247-33.0% | $4,194-16.1% |
| Admin fee / account holder | $12,414 | $8,722+42.3% | $11,799+5.2% | $7,856+58.0% |