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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 | $48,941 | $32,117+52.4% | $71,086-31.2% | $64,173-23.7% |
| Participation rate | 54.3% | 42.7%+11.6pp | 54.7%-0.4pp | 69.6%-15.3pp |
| Annual return | -5.50% | -5.57%+0.1pp | 650.59%-656.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,020 | $712+43.2% | $1,088-6.3% | $2,381-57.2% |
| Participant deferral / active EE | $1,561 | $1,263+23.6% | $1,874-16.7% | $3,470-55.0% |
| Admin fee / account holder | $4,476 | $2,759+62.2% | $3,082+45.2% | $4,887-8.4% |