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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 | $45,530 | $95,601-52.4% | $77,183-41.0% | $139,456-67.4% |
| Participation rate | 57.1% | 74.0%-16.8pp | 69.6%-12.4pp | 80.3%-23.2pp |
| Annual return | 14.82% | 54.96%-40.1pp | 37.89%-23.1pp | 373.45%-358.6pp |
| Employer contribution / active EE | $1,241 | $3,145-60.5% | $2,534-51.0% | $4,753-73.9% |
| Participant deferral / active EE | $2,405 | $4,623-48.0% | $3,833-37.3% | $6,711-64.2% |
| Admin fee / account holder | $5,839 | $8,302-29.7% | $5,475+6.6% | $11,407-48.8% |