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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 | $36,071 | $76,407-52.8% | $150,298-76.0% | $82,448-56.3% |
| Participation rate | 42.4% | 66.4%-24.0pp | 77.8%-35.4pp | 68.1%-25.7pp |
| Annual return | 18.22% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,250 | $2,614-52.2% | $4,154-69.9% | $2,551-51.0% |
| Participant deferral / active EE | $3,048 | $3,214-5.2% | $5,453-44.1% | $4,139-26.4% |
| Admin fee / account holder | $9,988 | $6,352+57.2% | $14,116-29.2% | $7,234+38.1% |