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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 | $38,349 | $104,650-63.4% | $83,854-54.3% | $155,188-75.3% |
| Participation rate | 53.3% | 65.1%-11.7pp | 59.1%-5.8pp | 80.8%-27.5pp |
| Annual return | 7.30% | 28.97%-21.7pp | 31.39%-24.1pp | 148.84%-141.5pp |
| Employer contribution / active EE | $975 | $1,196-18.5% | $1,017-4.1% | $4,248-77.0% |
| Participant deferral / active EE | $2,210 | $2,367-6.6% | $2,035+8.6% | $6,531-66.2% |
| Admin fee / account holder | $33,644 | $3,518+856.3% | $3,197+952.4% | $14,480+132.4% |