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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 | $34,030 | $102,609-66.8% | $98,090-65.3% | $138,895-75.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 13.60% | 36.44%-22.8pp | 37.05%-23.4pp | 145.39%-131.8pp |
| Employer contribution / active EE | $4,047 | $3,867+4.6% | $3,606+12.2% | $4,194-3.5% |
| Participant deferral / active EE | $4,856 | $8,167-40.5% | $7,845-38.1% | $6,396-24.1% |
| Admin fee / account holder | $56,906 | $11,434+397.7% | $11,815+381.6% | $12,562+353.0% |