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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 | $46,069 | $73,107-37.0% | $114,563-59.8% | $87,485-47.3% |
| Participation rate | 43.5% | 65.8%-22.3pp | 72.9%-29.4pp | 68.9%-25.4pp |
| Annual return | 13.24% | 19.47%-6.2pp | 241.09%-227.9pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,227 | $1,881-34.8% | $2,592-52.7% | $2,596-52.7% |
| Participant deferral / active EE | $1,907 | $3,144-39.3% | $4,142-54.0% | $4,274-55.4% |
| Admin fee / account holder | $24,114 | $5,770+317.9% | $7,623+216.3% | $7,775+210.2% |