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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 | $53,362 | $102,429-47.9% | $147,096-63.7% | $80,925-34.1% |
| Participation rate | 53.7% | 75.9%-22.2pp | 82.2%-28.5pp | 67.7%-14.0pp |
| Annual return | 11.89% | 135.02%-123.1pp | 419.75%-407.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $2,757 | $3,716-25.8% | $4,936-44.2% | $2,7560% |
| Participant deferral / active EE | $6,079 | $6,649-8.6% | $8,071-24.7% | $4,299+41.4% |
| Admin fee / account holder | $1,270 | $7,957-84.0% | $13,005-90.2% | $6,940-81.7% |