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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 | $64,920-3.8% | $103,693-39.8% | $86,983-28.2% |
| Participation rate | 40.0% | 63.6%-23.6pp | 72.6%-32.6pp | 69.5%-29.5pp |
| Annual return | 13.77% | 30.29%-16.5pp | 47.61%-33.8pp | 25.83%-12.1pp |
| Employer contribution / active EE | $1,682 | $2,141-21.4% | $2,920-42.4% | $2,584-34.9% |
| Participant deferral / active EE | $2,851 | $3,241-12.0% | $4,579-37.7% | $4,194-32.0% |
| Admin fee / account holder | $40,126 | $6,191+548.1% | $7,858+410.6% | $7,856+410.8% |