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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 | $75,807-39.2% | $116,096-60.3% | $86,983-47.0% |
| Participation rate | 43.5% | 66.9%-23.3pp | 73.3%-29.8pp | 69.5%-26.0pp |
| Annual return | 13.24% | 18.57%-5.3pp | 326.25%-313.0pp | 25.83%-12.6pp |
| Employer contribution / active EE | $1,227 | $1,892-35.2% | $2,503-51.0% | $2,584-52.5% |
| Participant deferral / active EE | $1,907 | $3,212-40.6% | $3,952-51.7% | $4,194-54.5% |
| Admin fee / account holder | $24,114 | $6,659+262.1% | $7,704+213.0% | $7,856+206.9% |