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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 | $47,316 | $72,071-34.3% | $68,368-30.8% | $137,256-65.5% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.0%-26.6pp |
| Annual return | 18.26% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,535 | $2,788-45.0% | $2,649-42.1% | $4,156-63.1% |
| Participant deferral / active EE | $2,330 | $4,410-47.2% | $4,123-43.5% | $6,407-63.6% |
| Admin fee / account holder | $10,017 | $5,336+87.7% | $5,150+94.5% | $12,270-18.4% |