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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 | $50,013 | $40,275+24.2% | $57,356-12.8% | $59,633-16.1% |
| Participation rate | 48.9% | 69.1%-20.3pp | 75.1%-26.2pp | 68.7%-19.8pp |
| Annual return | -0.74% | 27.52%-28.3pp | 24.41%-25.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,526 | $1,921+31.4% | $2,689-6.1% | $2,203+14.7% |
| Participant deferral / active EE | $1,050 | $2,400-56.2% | $3,162-66.8% | $3,192-67.1% |
| Admin fee / account holder | $12,779 | $2,820+353.1% | $3,357+280.7% | $4,297+197.4% |