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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 | $36,568 | $111,814-67.3% | $103,374-64.6% | $145,959-74.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.46% | 24.77%-13.3pp | 24.89%-13.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,315 | $4,214-68.8% | $3,869-66.0% | $4,661-71.8% |
| Participant deferral / active EE | $3,254 | $5,618-42.1% | $5,058-35.7% | $6,689-51.4% |
| Admin fee / account holder | $21,597 | $9,754+121.4% | $8,394+157.3% | $13,398+61.2% |