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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 | $58,766 | $55,470+5.9% | $155,556-62.2% | $74,478-21.1% |
| Participation rate | 50.0% | 61.9%-11.9pp | 78.2%-28.2pp | 67.2%-17.2pp |
| Annual return | 16.12% | 269.80%-253.7pp | 64.84%-48.7pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $1,185 | $2,267-47.7% | $4,675-74.7% | $2,626-54.9% |
| Participant deferral / active EE | $2,707 | $2,838-4.6% | $5,631-51.9% | $4,350-37.8% |
| Admin fee / account holder | $10,350 | $1,744+493.4% | $15,885-34.8% | $1,946+431.9% |