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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 | $49,976+24.9% | $66,674-6.4% | $82,637-24.5% |
| Participation rate | 40.0% | 63.1%-23.1pp | 73.7%-33.7pp | 68.1%-28.1pp |
| Annual return | 13.77% | 39.09%-25.3pp | 321.24%-307.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,682 | $1,988-15.4% | $2,620-35.8% | $2,552-34.1% |
| Participant deferral / active EE | $2,851 | $2,847+0.2% | $4,084-30.2% | $4,126-30.9% |
| Admin fee / account holder | $40,126 | $4,594+773.5% | $5,098+687.1% | $7,339+446.8% |