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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 | $62,815 | $88,672-29.2% | $105,223-40.3% | $82,448-23.8% |
| Participation rate | 53.3% | 67.9%-14.6pp | 75.0%-21.7pp | 68.1%-14.7pp |
| Annual return | 14.05% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,366 | $3,048-55.2% | $3,689-63.0% | $2,551-46.4% |
| Participant deferral / active EE | $2,093 | $4,036-48.1% | $5,072-58.7% | $4,139-49.4% |
| Admin fee / account holder | $13,146 | $7,146+84.0% | $8,859+48.4% | $7,234+81.7% |