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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 | $92,468 | $115,225-19.8% | $100,712-8.2% | $138,895-33.4% |
| Participation rate | 42.9% | 74.3%-31.5pp | 69.3%-26.4pp | 79.9%-37.1pp |
| Annual return | 11.81% | 40.35%-28.5pp | 33.27%-21.5pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,463 | $2,771-47.2% | $2,313-36.7% | $4,194-65.1% |
| Participant deferral / active EE | $2,907 | $4,699-38.1% | $4,085-28.8% | $6,396-54.5% |
| Admin fee / account holder | $46,684 | $10,844+330.5% | $9,256+404.4% | $12,562+271.6% |