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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 | $46,149 | $81,262-43.2% | $155,602-70.3% | $80,911-43.0% |
| Participation rate | 59.3% | 66.2%-7.0pp | 78.2%-18.9pp | 67.6%-8.4pp |
| Annual return | 11.68% | 33.34%-21.7pp | 64.81%-53.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $1,370 | $3,102-55.8% | $4,675-70.7% | $2,756-50.3% |
| Participant deferral / active EE | $3,755 | $3,451+8.8% | $5,629-33.3% | $4,297-12.6% |
| Admin fee / account holder | $111,332 | $7,992+1293.1% | $15,923+599.2% | $6,935+1505.5% |