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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 | $55,889+8.0% | $76,119-20.7% | $80,935-25.4% |
| Participation rate | 46.2% | 62.1%-15.9pp | 69.1%-22.9pp | 67.7%-21.5pp |
| Annual return | 18.01% | 20.58%-2.6pp | 361.25%-343.2pp | 35.66%-17.7pp |
| Employer contribution / active EE | $1,864 | $1,866-0.1% | $2,693-30.8% | $2,757-32.4% |
| Participant deferral / active EE | $4,026 | $3,051+32.0% | $4,259-5.5% | $4,299-6.3% |
| Admin fee / account holder | $27,243 | $5,241+419.8% | $6,421+324.3% | $6,924+293.4% |