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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 | $51,638-4.3% | $68,368-27.7% | $82,448-40.1% |
| Participation rate | 49.4% | 63.6%-14.2pp | 73.8%-24.4pp | 68.1%-18.7pp |
| Annual return | 13.77% | 37.53%-23.8pp | 292.57%-278.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $355 | $2,047-82.7% | $2,649-86.6% | $2,551-86.1% |
| Participant deferral / active EE | $785 | $2,914-73.1% | $4,123-81.0% | $4,139-81.0% |
| Admin fee / account holder | $12,054 | $4,643+159.6% | $5,150+134.1% | $7,234+66.6% |