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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 | $50,520 | $48,337+4.5% | $67,560-25.2% | $80,959-37.6% |
| Participation rate | 45.5% | 66.4%-21.0pp | 72.9%-27.5pp | 67.7%-22.2pp |
| Annual return | 11.88% | 18.26%-6.4pp | 3533.50%-3521.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $873 | $2,023-56.8% | $2,737-68.1% | $2,757-68.3% |
| Participant deferral / active EE | $1,479 | $2,928-49.5% | $4,004-63.1% | $4,300-65.6% |
| Admin fee / account holder | $735 | $3,695-80.1% | $3,994-81.6% | $6,925-89.4% |