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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 | $55,227 | $58,311-5.3% | $81,882-32.6% | $80,959-31.8% |
| Participation rate | 53.2% | 63.5%-10.2pp | 72.4%-19.1pp | 67.7%-14.4pp |
| Annual return | 28.77% | 41.85%-13.1pp | 779.47%-750.7pp | 35.67%-6.9pp |
| Employer contribution / active EE | $1,576 | $2,347-32.9% | $2,916-46.0% | $2,757-42.9% |
| Participant deferral / active EE | $2,672 | $3,287-18.7% | $4,323-38.2% | $4,300-37.9% |
| Admin fee / account holder | $8,792 | $4,752+85.0% | $7,360+19.5% | $6,925+27.0% |