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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 | $49,160 | $99,995-50.8% | $85,063-42.2% | $145,978-66.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 12.20% | 83.99%-71.8pp | 66.54%-54.3pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,326 | $3,231-59.0% | $2,727-51.4% | $4,662-71.6% |
| Participant deferral / active EE | $3,968 | $5,295-25.1% | $4,523-12.3% | $6,690-40.7% |
| Admin fee / account holder | $5,650 | $7,255-22.1% | $6,155-8.2% | $13,400-57.8% |