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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 | $48,783 | $77,419-37.0% | $69,461-29.8% | $152,885-68.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 6.55% | 39.07%-32.5pp | 28.97%-22.4pp | 345.39%-338.8pp |
| Employer contribution / active EE | $2,757 | $3,315-16.9% | $2,779-0.8% | $4,763-42.1% |
| Participant deferral / active EE | $3,848 | $4,414-12.8% | $3,536+8.8% | $5,851-34.2% |
| Admin fee / account holder | $38,742 | $6,207+524.2% | $3,840+909.0% | $11,598+234.0% |