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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 | $44,721 | $124,346-64.0% | $111,308-59.8% | $167,536-73.3% |
| Participation rate | 61.1% | 79.6%-18.5pp | 77.3%-16.2pp | 82.1%-21.0pp |
| Annual return | 10.98% | 37.45%-26.5pp | 54.67%-43.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $1,657 | $3,437-51.8% | $2,732-39.4% | $4,839-65.8% |
| Participant deferral / active EE | $3,842 | $5,182-25.9% | $4,487-14.4% | $6,342-39.4% |
| Admin fee / account holder | $20,199 | $10,621+90.2% | $7,965+153.6% | $12,315+64.0% |