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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 | $53,676 | $48,314+11.1% | $67,561-20.6% | $80,925-33.7% |
| Participation rate | 30.6% | 66.4%-35.8pp | 72.9%-42.3pp | 67.7%-37.0pp |
| Annual return | 13.67% | 18.28%-4.6pp | 3525.44%-3511.8pp | 35.65%-22.0pp |
| Employer contribution / active EE | $969 | $2,022-52.1% | $2,735-64.6% | $2,756-64.9% |
| Participant deferral / active EE | $2,898 | $2,927-1.0% | $4,003-27.6% | $4,299-32.6% |
| Admin fee / account holder | $10,205 | $3,690+176.6% | $4,006+154.8% | $6,940+47.1% |