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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 | $48,284+11.2% | $67,524-20.5% | $80,911-33.7% |
| Participation rate | 30.6% | 66.4%-35.8pp | 72.9%-42.3pp | 67.6%-37.0pp |
| Annual return | 13.67% | 18.27%-4.6pp | 3519.41%-3505.7pp | 35.63%-22.0pp |
| Employer contribution / active EE | $969 | $2,021-52.1% | $2,734-64.6% | $2,756-64.8% |
| Participant deferral / active EE | $2,898 | $2,927-1.0% | $4,001-27.6% | $4,297-32.6% |
| Admin fee / account holder | $10,205 | $3,688+176.7% | $4,001+155.1% | $6,935+47.2% |