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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 | $49,783 | $56,431-11.8% | $130,788-61.9% | $87,485-43.1% |
| Participation rate | 46.0% | 58.9%-12.9pp | 70.1%-24.1pp | 68.9%-22.9pp |
| Annual return | 16.83% | 91.27%-74.4pp | 386.44%-369.6pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,054 | $1,549-32.0% | $3,558-70.4% | $2,596-59.4% |
| Participant deferral / active EE | $2,176 | $2,749-20.9% | $4,137-47.4% | $4,274-49.1% |
| Admin fee / account holder | $8,212 | $4,433+85.3% | $6,673+23.1% | $7,775+5.6% |