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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 | $52,285 | $100,003-47.7% | $146,685-64.4% | $85,856-39.1% |
| Participation rate | 43.2% | 73.1%-29.8pp | 80.1%-36.8pp | 69.3%-26.1pp |
| Annual return | 13.19% | 18.93%-5.7pp | 22.75%-9.6pp | 318.58%-305.4pp |
| Employer contribution / active EE | $1,581 | $2,559-38.2% | $4,137-61.8% | $2,565-38.4% |
| Participant deferral / active EE | $2,103 | $4,006-47.5% | $5,507-61.8% | $3,952-46.8% |
| Admin fee / account holder | $15,162 | $7,704+96.8% | $10,281+47.5% | $6,261+142.2% |