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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 | $56,431-14.9% | $130,788-63.3% | $87,485-45.1% |
| Participation rate | 60.0% | 58.9%+1.1pp | 70.1%-10.1pp | 68.9%-8.9pp |
| Annual return | 13.78% | 91.27%-77.5pp | 386.44%-372.7pp | 26.06%-12.3pp |
| Employer contribution / active EE | $812 | $1,549-47.6% | $3,558-77.2% | $2,596-68.7% |
| Participant deferral / active EE | $1,995 | $2,749-27.4% | $4,137-51.8% | $4,274-53.3% |
| Admin fee / account holder | $1,088 | $4,433-75.5% | $6,673-83.7% | $7,775-86.0% |