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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 | $62,966 | $106,247-40.7% | $96,515-34.8% | $139,466-54.9% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 12.92% | 38.47%-25.5pp | 35.73%-22.8pp | 373.66%-360.7pp |
| Employer contribution / active EE | $1,086 | $4,106-73.6% | $3,740-71.0% | $4,754-77.2% |
| Participant deferral / active EE | $1,836 | $5,456-66.3% | $4,880-62.4% | $6,712-72.6% |
| Admin fee / account holder | $42,857 | $7,885+443.5% | $6,735+536.3% | $11,409+275.7% |