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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 | $52,353-32.1% | $120,225-70.4% | $82,448-56.9% |
| Participation rate | 49.1% | 58.3%-9.2pp | 69.6%-20.5pp | 68.1%-18.9pp |
| Annual return | 16.77% | 61.85%-45.1pp | 439.23%-422.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $490 | $1,510-67.5% | $3,475-85.9% | $2,551-80.8% |
| Participant deferral / active EE | $2,488 | $2,627-5.3% | $3,999-37.8% | $4,139-39.9% |
| Admin fee / account holder | $5,142 | $4,363+17.9% | $5,696-9.7% | $7,234-28.9% |