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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 | $42,361 | $47,479-10.8% | $62,929-32.7% | $82,448-48.6% |
| Participation rate | 42.9% | 66.9%-24.0pp | 73.1%-30.3pp | 68.1%-25.2pp |
| Annual return | 14.93% | 20.34%-5.4pp | 1063.93%-1049.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $660 | $1,885-65.0% | $2,505-73.6% | $2,551-74.1% |
| Participant deferral / active EE | $2,142 | $2,870-25.4% | $3,888-44.9% | $4,139-48.2% |
| Admin fee / account holder | $6,346 | $3,804+66.8% | $5,065+25.3% | $7,234-12.3% |