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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 | $59,642 | $58,311+2.3% | $81,882-27.2% | $80,959-26.3% |
| Participation rate | 41.0% | 63.5%-22.5pp | 72.4%-31.4pp | 67.7%-26.6pp |
| Annual return | 12.36% | 41.85%-29.5pp | 779.47%-767.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,022 | $2,347-56.5% | $2,916-65.0% | $2,757-62.9% |
| Participant deferral / active EE | $1,766 | $3,287-46.3% | $4,323-59.2% | $4,300-58.9% |
| Admin fee / account holder | $12,872 | $4,752+170.9% | $7,360+74.9% | $6,925+85.9% |