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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 | $30,142 | $71,230-57.7% | $93,727-67.8% | $80,959-62.8% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 11.03% | 11.26%-0.2pp | 133.83%-122.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,145 | $1,565-26.9% | $2,421-52.7% | $2,757-58.5% |
| Participant deferral / active EE | $2,389 | $4,037-40.8% | $4,417-45.9% | $4,300-44.4% |
| Admin fee / account holder | $15,306 | $6,961+119.9% | $8,292+84.6% | $6,925+121.0% |