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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 | $49,145 | $98,766-50.2% | $149,730-67.2% | $79,852-38.5% |
| Participation rate | 57.4% | 75.8%-18.3pp | 82.5%-25.0pp | 69.6%-12.2pp |
| Annual return | 15.89% | 27.43%-11.5pp | 276.70%-260.8pp | 31.72%-15.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,155 | $5,681+43.6% | $6,843+19.2% | $3,740+118.0% |
| Admin fee / account holder | $7,455 | $6,052+23.2% | $9,310-19.9% | $5,306+40.5% |