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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 | $54,315 | $55,446-2.0% | $155,574-65.1% | $74,429-27.0% |
| Participation rate | 52.7% | 61.9%-9.2pp | 78.2%-25.5pp | 67.2%-14.5pp |
| Annual return | 16.10% | 269.20%-253.1pp | 64.87%-48.8pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $1,440 | $2,266-36.4% | $4,676-69.2% | $2,625-45.1% |
| Participant deferral / active EE | $3,138 | $2,836+10.6% | $5,629-44.3% | $4,348-27.8% |
| Admin fee / account holder | $3,778 | $1,743+116.8% | $15,914-76.3% | $1,944+94.3% |