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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 | $49,453 | $103,008-52.0% | $90,304-45.2% | $152,897-67.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 16.04% | 95.22%-79.2pp | 78.13%-62.1pp | 345.43%-329.4pp |
| Employer contribution / active EE | $2,235 | $3,139-28.8% | $2,855-21.7% | $4,764-53.1% |
| Participant deferral / active EE | $13,978 | $4,281+226.5% | $3,885+259.8% | $5,851+138.9% |
| Admin fee / account holder | $477 | $6,175-92.3% | $5,354-91.1% | $11,599-95.9% |