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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 | $49,165 | $51,638-4.8% | $68,368-28.1% | $82,448-40.4% |
| Participation rate | 51.8% | 63.6%-11.8pp | 73.8%-21.9pp | 68.1%-16.3pp |
| Annual return | 13.63% | 37.53%-23.9pp | 292.57%-278.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,037 | $2,047-49.3% | $2,649-60.8% | $2,551-59.3% |
| Participant deferral / active EE | $1,583 | $2,914-45.7% | $4,123-61.6% | $4,139-61.8% |
| Admin fee / account holder | $962 | $4,643-79.3% | $5,150-81.3% | $7,234-86.7% |