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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 | $51,585 | $55,437-6.9% | $155,534-66.8% | $74,459-30.7% |
| Participation rate | 48.3% | 61.9%-13.6pp | 78.2%-29.9pp | 67.2%-18.9pp |
| Annual return | 14.74% | 269.58%-254.8pp | 64.92%-50.2pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $2,141 | $2,266-5.5% | $4,675-54.2% | $2,626-18.5% |
| Participant deferral / active EE | $1,283 | $2,837-54.8% | $5,630-77.2% | $4,350-70.5% |
| Admin fee / account holder | $3,662 | $1,742+110.1% | $15,900-77.0% | $1,945+88.3% |