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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 | $47,434 | $61,787-23.2% | $97,197-51.2% | $80,925-41.4% |
| Participation rate | 54.3% | 63.5%-9.2pp | 72.7%-18.4pp | 67.7%-13.4pp |
| Annual return | 20.55% | -558.16%+578.7pp | 75.47%-54.9pp | 35.65%-15.1pp |
| Employer contribution / active EE | $982 | $1,836-46.5% | $2,723-63.9% | $2,756-64.4% |
| Participant deferral / active EE | $2,035 | $3,027-32.8% | $4,263-52.3% | $4,299-52.7% |
| Admin fee / account holder | $603 | $5,170-88.3% | $5,637-89.3% | $6,940-91.3% |