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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 | $33,823 | $95,453-64.6% | $112,040-69.8% | $82,448-59.0% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.5%-19.8pp | 68.1%-11.4pp |
| Annual return | 12.79% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,377 | $2,318-40.6% | $2,954-53.4% | $2,551-46.0% |
| Participant deferral / active EE | $2,988 | $4,224-29.3% | $5,098-41.4% | $4,139-27.8% |
| Admin fee / account holder | $38,770 | $9,013+330.1% | $12,098+220.5% | $7,234+435.9% |