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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 | $51,242 | $29,670+72.7% | $56,054-8.6% | $80,911-36.7% |
| Participation rate | 19.4% | 41.7%-22.3pp | 52.5%-33.1pp | 67.6%-48.3pp |
| Annual return | 11.26% | 35.24%-24.0pp | 1705.95%-1694.7pp | 35.63%-24.4pp |
| Employer contribution / active EE | $553 | $670-17.5% | $1,039-46.8% | $2,756-79.9% |
| Participant deferral / active EE | $1,056 | $1,227-13.9% | $1,952-45.9% | $4,297-75.4% |
| Admin fee / account holder | $3,909 | $2,431+60.8% | $2,822+38.5% | $6,935-43.6% |