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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 | $56,116-11.3% | $135,768-63.3% | $86,983-42.8% |
| Participation rate | 46.0% | 60.1%-14.1pp | 71.1%-25.0pp | 69.5%-23.5pp |
| Annual return | 16.83% | 125.33%-108.5pp | 526.10%-509.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,054 | $1,528-31.0% | $3,394-68.9% | $2,584-59.2% |
| Participant deferral / active EE | $2,176 | $2,690-19.1% | $3,977-45.3% | $4,194-48.1% |
| Admin fee / account holder | $8,212 | $4,314+90.4% | $7,048+16.5% | $7,856+4.5% |