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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 | $53,913 | $39,162+37.7% | $100,671-46.4% | $59,633-9.6% |
| Participation rate | 46.4% | 55.9%-9.4pp | 70.7%-24.3pp | 68.7%-22.2pp |
| Annual return | -1.94% | 21.07%-23.0pp | 20.43%-22.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,388 | $1,151+20.6% | $4,012-65.4% | $2,203-37.0% |
| Participant deferral / active EE | $2,593 | $1,992+30.2% | $3,144-17.5% | $3,192-18.8% |
| Admin fee / account holder | $7,761 | $2,969+161.4% | $4,850+60.0% | $4,297+80.6% |