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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 | $53,770 | $48,327+11.3% | $67,575-20.4% | $80,935-33.6% |
| Participation rate | 45.5% | 66.4%-21.0pp | 72.9%-27.5pp | 67.7%-22.2pp |
| Annual return | 16.80% | 18.31%-1.5pp | 3528.98%-3512.2pp | 35.66%-18.9pp |
| Employer contribution / active EE | $850 | $2,022-58.0% | $2,736-68.9% | $2,757-69.2% |
| Participant deferral / active EE | $2,290 | $2,927-21.8% | $4,003-42.8% | $4,299-46.7% |
| Admin fee / account holder | $1,126 | $3,692-69.5% | $3,993-71.8% | $6,924-83.7% |