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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 | $42,478 | $129,960-67.3% | $104,299-59.3% | $134,545-68.4% |
| Participation rate | 21.4% | 79.5%-58.1pp | 73.3%-51.8pp | 81.2%-59.8pp |
| Annual return | 4.40% | 42.06%-37.7pp | 24.62%-20.2pp | 418.37%-414.0pp |
| Employer contribution / active EE | $1,532 | $4,186-63.4% | $3,373-54.6% | $4,742-67.7% |
| Participant deferral / active EE | $5,339 | $5,589-4.5% | $4,626+15.4% | $6,401-16.6% |
| Admin fee / account holder | $35,725 | $9,324+283.2% | $7,339+386.7% | $11,431+212.5% |