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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 | $35,544 | $53,063-33.0% | $124,206-71.4% | $82,637-57.0% |
| Participation rate | 49.1% | 58.4%-9.3pp | 69.6%-20.5pp | 68.1%-18.9pp |
| Annual return | 16.77% | 68.87%-52.1pp | 515.27%-498.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $490 | $1,530-68.0% | $3,540-86.2% | $2,552-80.8% |
| Participant deferral / active EE | $2,488 | $2,644-5.9% | $3,968-37.3% | $4,126-39.7% |
| Admin fee / account holder | $5,142 | $4,281+20.1% | $5,929-13.3% | $7,339-29.9% |