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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 | $53,430 | $51,638+3.5% | $68,368-21.8% | $82,448-35.2% |
| Participation rate | 43.9% | 63.6%-19.7pp | 73.8%-29.8pp | 68.1%-24.1pp |
| Annual return | 19.14% | 37.53%-18.4pp | 292.57%-273.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,042 | $2,047-49.1% | $2,649-60.7% | $2,551-59.2% |
| Participant deferral / active EE | $2,129 | $2,914-26.9% | $4,123-48.4% | $4,139-48.6% |
| Admin fee / account holder | $777 | $4,643-83.3% | $5,150-84.9% | $7,234-89.3% |