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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 | $60,361 | $56,063+7.7% | $76,051-20.6% | $80,911-25.4% |
| Participation rate | 46.2% | 62.0%-15.9pp | 69.1%-22.9pp | 67.6%-21.5pp |
| Annual return | 18.01% | 20.54%-2.5pp | 360.42%-342.4pp | 35.63%-17.6pp |
| Employer contribution / active EE | $1,864 | $1,874-0.5% | $2,690-30.7% | $2,756-32.4% |
| Participant deferral / active EE | $4,026 | $3,052+31.9% | $4,257-5.4% | $4,297-6.3% |
| Admin fee / account holder | $27,243 | $5,240+419.9% | $6,416+324.6% | $6,935+292.9% |