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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 | $56,508 | $58,828-3.9% | $78,002-27.6% | $62,881-10.1% |
| Participation rate | 55.0% | 71.1%-16.1pp | 75.5%-20.5pp | 69.3%-14.3pp |
| Annual return | 6.35% | 17.16%-10.8pp | 425.99%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $796 | $1,672-52.4% | $2,470-67.8% | $2,281-65.1% |
| Participant deferral / active EE | $1,177 | $2,686-56.2% | $3,497-66.3% | $3,203-63.2% |
| Admin fee / account holder | $34,405 | $4,393+683.1% | $5,481+527.7% | $4,296+700.9% |