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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 | $49,371 | $47,479+4.0% | $62,929-21.5% | $82,448-40.1% |
| Participation rate | 55.6% | 66.9%-11.3pp | 73.1%-17.6pp | 68.1%-12.5pp |
| Annual return | 17.93% | 20.34%-2.4pp | 1063.93%-1046.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $696 | $1,885-63.1% | $2,505-72.2% | $2,551-72.7% |
| Participant deferral / active EE | $4,057 | $2,870+41.3% | $3,888+4.3% | $4,139-2.0% |
| Admin fee / account holder | $1,005 | $3,804-73.6% | $5,065-80.1% | $7,234-86.1% |