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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 | $50,061 | $65,364-23.4% | $92,909-46.1% | $72,975-31.4% |
| Participation rate | 28.3% | 68.3%-40.1pp | 76.0%-47.7pp | 69.5%-41.2pp |
| Annual return | 16.99% | 42.11%-25.1pp | 109.44%-92.5pp | 81.01%-64.0pp |
| Employer contribution / active EE | $7,521 | $2,594+189.9% | $3,653+105.9% | $2,440+208.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,025 | $4,251-28.9% | $5,795-47.8% | $5,124-41.0% |