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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 | $49,118 | $47,479+3.5% | $62,929-21.9% | $82,448-40.4% |
| Participation rate | 59.7% | 66.9%-7.1pp | 73.1%-13.4pp | 68.1%-8.3pp |
| Annual return | 14.55% | 20.34%-5.8pp | 1063.93%-1049.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,710 | $1,885-9.3% | $2,505-31.7% | $2,551-32.9% |
| Participant deferral / active EE | $3,246 | $2,870+13.1% | $3,888-16.5% | $4,139-21.6% |
| Admin fee / account holder | $1,175 | $3,804-69.1% | $5,065-76.8% | $7,234-83.8% |