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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 | $44,377 | $102,609-56.8% | $98,090-54.8% | $138,895-68.1% |
| Participation rate | 35.0% | 82.8%-47.8pp | 81.5%-46.5pp | 79.9%-44.9pp |
| Annual return | 34.92% | 36.44%-1.5pp | 37.05%-2.1pp | 145.39%-110.5pp |
| Employer contribution / active EE | $1,051 | $3,867-72.8% | $3,606-70.9% | $4,194-74.9% |
| Participant deferral / active EE | $2,261 | $8,167-72.3% | $7,845-71.2% | $6,396-64.7% |
| Admin fee / account holder | $88,926 | $11,434+677.7% | $11,815+652.7% | $12,562+607.9% |