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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 | $49,658 | $63,346-21.6% | $92,240-46.2% | $70,126-29.2% |
| Participation rate | 53.3% | 68.7%-15.3pp | 76.5%-23.1pp | 69.5%-16.2pp |
| Annual return | 15.36% | 530.19%-514.8pp | 176.29%-160.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,097 | $2,471-55.6% | $3,680-70.2% | $2,343-53.2% |
| Participant deferral / active EE | $2,007 | $2,854-29.7% | $3,897-48.5% | $3,332-39.8% |
| Admin fee / account holder | $7,034 | $3,841+83.2% | $5,194+35.4% | $4,645+51.4% |