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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 | $49,586 | $51,638-4.0% | $68,368-27.5% | $82,448-39.9% |
| Participation rate | 40.3% | 63.6%-23.3pp | 73.8%-33.4pp | 68.1%-27.7pp |
| Annual return | 63.30% | 37.53%+25.8pp | 292.57%-229.3pp | 41.64%+21.7pp |
| Employer contribution / active EE | $625 | $2,047-69.4% | $2,649-76.4% | $2,551-75.5% |
| Participant deferral / active EE | $1,197 | $2,914-58.9% | $4,123-71.0% | $4,139-71.1% |
| Admin fee / account holder | $20,063 | $4,643+332.1% | $5,150+289.6% | $7,234+177.3% |