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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 | $43,855 | $58,311-24.8% | $81,882-46.4% | $80,959-45.8% |
| Participation rate | 54.4% | 63.5%-9.1pp | 72.4%-18.0pp | 67.7%-13.3pp |
| Annual return | 11.40% | 41.85%-30.5pp | 779.47%-768.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,109 | $2,347-52.7% | $2,916-62.0% | $2,757-59.8% |
| Participant deferral / active EE | $1,710 | $3,287-48.0% | $4,323-60.4% | $4,300-60.2% |
| Admin fee / account holder | $5,974 | $4,752+25.7% | $7,360-18.8% | $6,925-13.7% |