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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 | $58,241+2.4% | $81,780-27.1% | $80,911-26.3% |
| Participation rate | 41.0% | 63.4%-22.4pp | 72.4%-31.3pp | 67.6%-26.6pp |
| Annual return | 12.36% | 41.73%-29.4pp | 776.27%-763.9pp | 35.63%-23.3pp |
| Employer contribution / active EE | $1,022 | $2,343-56.4% | $2,914-64.9% | $2,756-62.9% |
| Participant deferral / active EE | $1,766 | $3,283-46.2% | $4,321-59.1% | $4,297-58.9% |
| Admin fee / account holder | $12,872 | $4,973+158.8% | $7,384+74.3% | $6,935+85.6% |