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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 | $49,474 | $55,446-10.8% | $155,574-68.2% | $74,429-33.5% |
| Participation rate | 43.5% | 61.9%-18.4pp | 78.2%-34.7pp | 67.2%-23.7pp |
| Annual return | 16.98% | 269.20%-252.2pp | 64.87%-47.9pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $1,176 | $2,266-48.1% | $4,676-74.9% | $2,625-55.2% |
| Participant deferral / active EE | $1,984 | $2,836-30.0% | $5,629-64.7% | $4,348-54.4% |
| Admin fee / account holder | $3,326 | $1,743+90.8% | $15,914-79.1% | $1,944+71.0% |