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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 | $33,739 | $110,337-69.4% | $102,383-67.0% | $145,877-76.9% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 26.31% | 24.83%+1.5pp | 24.94%+1.4pp | 551.28%-525.0pp |
| Employer contribution / active EE | $2,238 | $4,216-46.9% | $3,870-42.2% | $4,663-52.0% |
| Participant deferral / active EE | $6,663 | $5,621+18.5% | $5,060+31.7% | $6,691-0.4% |
| Admin fee / account holder | $20,126 | $9,750+106.4% | $8,391+139.8% | $13,402+50.2% |