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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 | $47,997 | $52,353-8.3% | $120,225-60.1% | $82,448-41.8% |
| Participation rate | 60.0% | 58.3%+1.7pp | 69.6%-9.6pp | 68.1%-8.1pp |
| Annual return | 13.78% | 61.85%-48.1pp | 439.23%-425.4pp | 41.64%-27.9pp |
| Employer contribution / active EE | $812 | $1,510-46.2% | $3,475-76.6% | $2,551-68.2% |
| Participant deferral / active EE | $1,995 | $2,627-24.0% | $3,999-50.1% | $4,139-51.8% |
| Admin fee / account holder | $1,088 | $4,363-75.1% | $5,696-80.9% | $7,234-85.0% |