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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 | $48,983 | $58,258-15.9% | $81,820-40.1% | $80,925-39.5% |
| Participation rate | 48.4% | 63.5%-15.1pp | 72.4%-24.0pp | 67.7%-19.3pp |
| Annual return | 16.38% | 41.76%-25.4pp | 777.93%-761.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $946 | $2,345-59.7% | $2,915-67.6% | $2,756-65.7% |
| Participant deferral / active EE | $2,947 | $3,284-10.3% | $4,323-31.8% | $4,299-31.4% |
| Admin fee / account holder | $8,486 | $4,976+70.5% | $7,391+14.8% | $6,940+22.3% |