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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 | $48,314+4.6% | $67,561-25.2% | $80,925-37.6% |
| Participation rate | 45.5% | 66.4%-20.9pp | 72.9%-27.4pp | 67.7%-22.2pp |
| Annual return | 11.88% | 18.28%-6.4pp | 3525.44%-3513.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $873 | $2,022-56.8% | $2,735-68.1% | $2,756-68.3% |
| Participant deferral / active EE | $1,479 | $2,927-49.5% | $4,003-63.1% | $4,299-65.6% |
| Admin fee / account holder | $735 | $3,690-80.1% | $4,006-81.6% | $6,940-89.4% |