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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 | $50,094 | $85,171-41.2% | $172,752-71.0% | $72,975-31.4% |
| Participation rate | 48.4% | 70.1%-21.7pp | 82.6%-34.3pp | 69.5%-21.1pp |
| Annual return | 20.39% | 27.32%-6.9pp | 802.97%-782.6pp | 81.01%-60.6pp |
| Employer contribution / active EE | $846 | $3,324-74.6% | $5,144-83.6% | $2,440-65.3% |
| Participant deferral / active EE | $1,165 | $3,260-64.3% | $5,198-77.6% | $3,608-67.7% |
| Admin fee / account holder | $1,982 | $5,880-66.3% | $13,955-85.8% | $5,124-61.3% |