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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 | $51,293 | $45,126+13.7% | $85,187-39.8% | $74,459-31.1% |
| Participation rate | 23.6% | 49.4%-25.8pp | 67.5%-43.9pp | 67.2%-43.6pp |
| Annual return | 15.42% | 26.30%-10.9pp | 66.67%-51.2pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $502 | $1,460-65.6% | $2,732-81.6% | $2,626-80.9% |
| Participant deferral / active EE | $1,291 | $2,738-52.9% | $4,525-71.5% | $4,350-70.3% |
| Admin fee / account holder | $6,787 | $2,212+206.9% | $6,162+10.2% | $1,945+249.0% |