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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 | $53,063-9.5% | $124,206-61.4% | $82,637-41.9% |
| Participation rate | 60.0% | 58.4%+1.6pp | 69.6%-9.6pp | 68.1%-8.1pp |
| Annual return | 13.78% | 68.87%-55.1pp | 515.27%-501.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $812 | $1,530-47.0% | $3,540-77.1% | $2,552-68.2% |
| Participant deferral / active EE | $1,995 | $2,644-24.5% | $3,968-49.7% | $4,126-51.6% |
| Admin fee / account holder | $1,088 | $4,281-74.6% | $5,929-81.6% | $7,339-85.2% |