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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 | $55,504 | $79,209-29.9% | $102,434-45.8% | $74,459-25.5% |
| Participation rate | 55.0% | 74.8%-19.8pp | 76.5%-21.5pp | 67.2%-12.2pp |
| Annual return | 17.71% | 54.98%-37.3pp | 29.46%-11.7pp | 1369.70%-1352.0pp |
| Employer contribution / active EE | $1,714 | $2,362-27.4% | $3,023-43.3% | $2,626-34.7% |
| Participant deferral / active EE | $2,419 | $4,417-45.2% | $5,055-52.1% | $4,350-44.4% |
| Admin fee / account holder | $2,230 | $2,002+11.4% | $9,462-76.4% | $1,945+14.7% |