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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 | $58,311-16.0% | $81,882-40.2% | $80,959-39.5% |
| Participation rate | 48.4% | 63.5%-15.1pp | 72.4%-24.0pp | 67.7%-19.3pp |
| Annual return | 16.38% | 41.85%-25.5pp | 779.47%-763.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $946 | $2,347-59.7% | $2,916-67.6% | $2,757-65.7% |
| Participant deferral / active EE | $2,947 | $3,287-10.3% | $4,323-31.8% | $4,300-31.5% |
| Admin fee / account holder | $8,486 | $4,752+78.6% | $7,360+15.3% | $6,925+22.5% |