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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 | $48,037 | $102,393-53.1% | $147,041-67.3% | $80,911-40.6% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.6%-12.1pp |
| Annual return | 14.79% | 134.95%-120.2pp | 419.21%-404.4pp | 35.63%-20.8pp |
| Employer contribution / active EE | $2,583 | $3,715-30.5% | $4,935-47.7% | $2,756-6.3% |
| Participant deferral / active EE | $6,339 | $6,647-4.6% | $8,071-21.5% | $4,297+47.5% |
| Admin fee / account holder | $6,031 | $7,943-24.1% | $13,006-53.6% | $6,935-13.0% |