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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 | $48,314+45.9% | $67,561+4.4% | $80,925-12.9% |
| Participation rate | 48.6% | 66.4%-17.8pp | 72.9%-24.3pp | 67.7%-19.1pp |
| Annual return | 12.02% | 18.28%-6.3pp | 3525.44%-3513.4pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,036 | $2,022-48.7% | $2,735-62.1% | $2,756-62.4% |
| Participant deferral / active EE | $2,113 | $2,927-27.8% | $4,003-47.2% | $4,299-50.8% |
| Admin fee / account holder | $2,455 | $3,690-33.5% | $4,006-38.7% | $6,940-64.6% |