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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 | $47,722 | $55,470-14.0% | $155,556-69.3% | $74,478-35.9% |
| Participation rate | 53.3% | 61.9%-8.6pp | 78.2%-25.0pp | 67.2%-14.0pp |
| Annual return | 13.31% | 269.80%-256.5pp | 64.84%-51.5pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,215 | $2,267-46.4% | $4,675-74.0% | $2,626-53.7% |
| Participant deferral / active EE | $2,763 | $2,838-2.7% | $5,631-50.9% | $4,350-36.5% |
| Admin fee / account holder | $7,256 | $1,744+316.0% | $15,885-54.3% | $1,946+272.9% |