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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 | $36,739 | $72,486-49.3% | $87,103-57.8% | $72,976-49.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 19.41% | 24.46%-5.0pp | 28.19%-8.8pp | 81.02%-61.6pp |
| Employer contribution / active EE | $1,212 | $1,894-36.0% | $2,521-51.9% | $2,440-50.3% |
| Participant deferral / active EE | $2,912 | $3,270-11.0% | $4,049-28.1% | $3,608-19.3% |
| Admin fee / account holder | $21,038 | $5,055+316.2% | $7,491+180.8% | $5,124+310.6% |