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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 | $70,502 | $48,337+45.9% | $67,560+4.4% | $80,959-12.9% |
| Participation rate | 48.6% | 66.4%-17.9pp | 72.9%-24.4pp | 67.7%-19.1pp |
| Annual return | 12.02% | 18.26%-6.2pp | 3533.50%-3521.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,036 | $2,023-48.8% | $2,737-62.1% | $2,757-62.4% |
| Participant deferral / active EE | $2,113 | $2,928-27.8% | $4,004-47.2% | $4,300-50.9% |
| Admin fee / account holder | $2,455 | $3,695-33.6% | $3,994-38.5% | $6,925-64.5% |