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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 | $39,442 | $70,684-44.2% | $169,390-76.7% | $75,173-47.5% |
| Participation rate | 53.7% | 64.8%-11.1pp | 77.2%-23.5pp | 67.2%-13.5pp |
| Annual return | 14.67% | 36.38%-21.7pp | 406.07%-391.4pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,629 | $2,211-26.3% | $4,013-59.4% | $2,671-39.0% |
| Participant deferral / active EE | $4,461 | $4,310+3.5% | $6,222-28.3% | $4,126+8.1% |
| Admin fee / account holder | $15,609 | $5,404+188.8% | $9,015+73.2% | $5,651+176.2% |