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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 | $52,307 | $167,533-68.8% | $151,645-65.5% | $134,545-61.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -13.86% | 7.81%-21.7pp | 3.34%-17.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $3,052 | $6,828-55.3% | $6,165-50.5% | $4,742-35.6% |
| Participant deferral / active EE | $4,986 | $8,985-44.5% | $8,363-40.4% | $6,401-22.1% |
| Admin fee / account holder | $18,573 | $13,781+34.8% | $11,614+59.9% | $11,431+62.5% |