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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 | $97,289-65.0% | $92,805-63.3% | $155,188-78.1% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 13.60% | 29.03%-15.4pp | 31.59%-18.0pp | 148.84%-135.2pp |
| Employer contribution / active EE | $4,047 | $3,632+11.4% | $3,424+18.2% | $4,248-4.7% |
| Participant deferral / active EE | $4,856 | $8,795-44.8% | $8,448-42.5% | $6,531-25.6% |
| Admin fee / account holder | $56,906 | $12,015+373.6% | $10,911+421.6% | $14,480+293.0% |