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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 | $58,851 | $45,050+30.6% | $63,018-6.6% | $70,126-16.1% |
| Participation rate | 49.2% | 69.5%-20.3pp | 74.8%-25.6pp | 69.5%-20.4pp |
| Annual return | 14.99% | 18.76%-3.8pp | 87.62%-72.6pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,121 | $2,052-45.4% | $2,761-59.4% | $2,343-52.1% |
| Participant deferral / active EE | $2,389 | $2,466-3.1% | $3,330-28.3% | $3,332-28.3% |
| Admin fee / account holder | $31,002 | $2,834+993.9% | $3,601+761.0% | $4,645+567.4% |