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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 | $42,142 | $106,280-60.3% | $96,538-56.3% | $139,487-69.8% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 15.57% | 38.48%-22.9pp | 35.74%-20.2pp | 373.84%-358.3pp |
| Employer contribution / active EE | $1,640 | $4,107-60.1% | $3,740-56.2% | $4,755-65.5% |
| Participant deferral / active EE | $3,320 | $5,457-39.2% | $4,880-32.0% | $6,713-50.5% |
| Admin fee / account holder | $14,059 | $7,888+78.2% | $6,737+108.7% | $11,407+23.2% |