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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 | $68,048 | $48,314+40.8% | $67,561+0.7% | $80,925-15.9% |
| Participation rate | 40.0% | 66.4%-26.4pp | 72.9%-32.9pp | 67.7%-27.7pp |
| Annual return | 18.06% | 18.28%-0.2pp | 3525.44%-3507.4pp | 35.65%-17.6pp |
| Employer contribution / active EE | $1,077 | $2,022-46.8% | $2,735-60.6% | $2,756-60.9% |
| Participant deferral / active EE | $3,268 | $2,927+11.7% | $4,003-18.4% | $4,299-24.0% |
| Admin fee / account holder | $3,726 | $3,690+1.0% | $4,006-7.0% | $6,940-46.3% |