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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 | $49,412 | $49,976-1.1% | $66,674-25.9% | $82,637-40.2% |
| Participation rate | 49.4% | 63.1%-13.7pp | 73.7%-24.3pp | 68.1%-18.7pp |
| Annual return | 13.77% | 39.09%-25.3pp | 321.24%-307.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $355 | $1,988-82.2% | $2,620-86.5% | $2,552-86.1% |
| Participant deferral / active EE | $785 | $2,847-72.4% | $4,084-80.8% | $4,126-81.0% |
| Admin fee / account holder | $12,054 | $4,594+162.4% | $5,098+136.4% | $7,339+64.3% |