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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 | $61,125-19.2% | $94,057-47.5% | $87,485-43.5% |
| Participation rate | 49.4% | 64.1%-14.7pp | 73.3%-24.0pp | 68.9%-19.5pp |
| Annual return | 13.77% | 35.20%-21.4pp | 480.62%-466.9pp | 26.06%-12.3pp |
| Employer contribution / active EE | $355 | $2,136-83.4% | $2,933-87.9% | $2,596-86.3% |
| Participant deferral / active EE | $785 | $3,260-75.9% | $4,709-83.3% | $4,274-81.6% |
| Admin fee / account holder | $12,054 | $5,629+114.2% | $7,244+66.4% | $7,775+55.0% |