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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 | $62,431 | $69,590-10.3% | $136,867-54.4% | $94,015-33.6% |
| Participation rate | 40.0% | 66.3%-26.3pp | 74.5%-34.5pp | 70.8%-30.8pp |
| Annual return | 13.77% | 19.62%-5.8pp | 42.97%-29.2pp | 17.84%-4.1pp |
| Employer contribution / active EE | $1,682 | $2,396-29.8% | $3,547-52.6% | $2,790-39.7% |
| Participant deferral / active EE | $2,851 | $3,437-17.0% | $4,924-42.1% | $4,249-32.9% |
| Admin fee / account holder | $40,126 | $8,912+350.3% | $10,340+288.1% | $8,951+348.3% |