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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 | $46,922 | $48,327-2.9% | $67,575-30.6% | $80,935-42.0% |
| Participation rate | 18.8% | 66.4%-47.6pp | 72.9%-54.1pp | 67.7%-48.8pp |
| Annual return | 20.29% | 18.31%+2.0pp | 3528.98%-3508.7pp | 35.66%-15.4pp |
| Employer contribution / active EE | $792 | $2,022-60.8% | $2,736-71.0% | $2,757-71.3% |
| Participant deferral / active EE | $1,153 | $2,927-60.6% | $4,003-71.2% | $4,299-73.2% |
| Admin fee / account holder | $4,981 | $3,692+34.9% | $3,993+24.7% | $6,924-28.1% |