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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 | $37,687 | $147,556-74.5% | $129,031-70.8% | $198,609-81.0% |
| Participation rate | 25.0% | 77.2%-52.2pp | 73.4%-48.4pp | 82.4%-57.4pp |
| Annual return | 4.46% | 37.41%-32.9pp | 34.67%-30.2pp | 202.70%-198.2pp |
| Employer contribution / active EE | $4,366 | $3,645+19.8% | $3,226+35.3% | $5,055-13.6% |
| Participant deferral / active EE | $4,641 | $5,760-19.4% | $5,217-11.0% | $6,977-33.5% |
| Admin fee / account holder | $52,717 | $15,467+240.8% | $13,208+299.1% | $19,030+177.0% |