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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 | $46,351 | $48,011-3.5% | $63,803-27.4% | $82,637-43.9% |
| Participation rate | 41.0% | 66.6%-25.5pp | 72.7%-31.7pp | 68.1%-27.0pp |
| Annual return | 17.83% | 19.84%-2.0pp | 543.72%-525.9pp | 53.51%-35.7pp |
| Employer contribution / active EE | $792 | $1,904-58.4% | $2,532-68.7% | $2,552-69.0% |
| Participant deferral / active EE | $3,064 | $2,846+7.6% | $3,843-20.3% | $4,126-25.7% |
| Admin fee / account holder | $22,086 | $3,873+470.2% | $5,196+325.0% | $7,339+200.9% |