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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 | $123,155-24.9% | $108,753-15.0% | $155,188-40.4% |
| Participation rate | 42.9% | 75.6%-32.8pp | 71.1%-28.2pp | 80.8%-37.9pp |
| Annual return | 11.81% | 44.73%-32.9pp | 37.47%-25.7pp | 148.84%-137.0pp |
| Employer contribution / active EE | $1,463 | $2,811-47.9% | $2,427-39.7% | $4,248-65.6% |
| Participant deferral / active EE | $2,907 | $4,623-37.1% | $4,115-29.3% | $6,531-55.5% |
| Admin fee / account holder | $46,684 | $12,126+285.0% | $10,320+352.4% | $14,480+222.4% |