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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 | $49,923 | $54,380-8.2% | $68,509-27.1% | $59,633-16.3% |
| Participation rate | 49.1% | 70.2%-21.1pp | 74.7%-25.6pp | 68.7%-19.6pp |
| Annual return | -1.47% | 2.83%-4.3pp | 8.27%-9.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $840 | $1,539-45.4% | $2,278-63.1% | $2,203-61.9% |
| Participant deferral / active EE | $1,231 | $2,643-53.4% | $3,382-63.6% | $3,192-61.4% |
| Admin fee / account holder | $938 | $3,885-75.8% | $5,275-82.2% | $4,297-78.2% |