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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 | $56,116-36.7% | $135,768-73.8% | $86,983-59.1% |
| Participation rate | 49.1% | 60.1%-11.0pp | 71.1%-22.0pp | 69.5%-20.4pp |
| Annual return | 16.77% | 125.33%-108.6pp | 526.10%-509.3pp | 25.83%-9.1pp |
| Employer contribution / active EE | $490 | $1,528-67.9% | $3,394-85.6% | $2,584-81.0% |
| Participant deferral / active EE | $2,488 | $2,690-7.5% | $3,977-37.4% | $4,194-40.7% |
| Admin fee / account holder | $5,142 | $4,314+19.2% | $7,048-27.1% | $7,856-34.6% |