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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 | $59,737 | $51,184+16.7% | $66,439-10.1% | $86,983-31.3% |
| Participation rate | 46.9% | 68.5%-21.5pp | 74.5%-27.6pp | 69.5%-22.6pp |
| Annual return | 10.57% | 17.07%-6.5pp | 757.66%-747.1pp | 25.83%-15.3pp |
| Employer contribution / active EE | $1,473 | $2,023-27.2% | $2,637-44.1% | $2,584-43.0% |
| Participant deferral / active EE | $1,994 | $2,927-31.9% | $3,876-48.6% | $4,194-52.5% |
| Admin fee / account holder | $6,849 | $4,154+64.9% | $6,173+10.9% | $7,856-12.8% |