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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 | $49,931 | $51,184-2.4% | $66,439-24.8% | $86,983-42.6% |
| Participation rate | 35.3% | 68.5%-33.2pp | 74.5%-39.2pp | 69.5%-34.2pp |
| Annual return | 11.34% | 17.07%-5.7pp | 757.66%-746.3pp | 25.83%-14.5pp |
| Employer contribution / active EE | $539 | $2,023-73.3% | $2,637-79.6% | $2,584-79.1% |
| Participant deferral / active EE | $2,063 | $2,927-29.5% | $3,876-46.8% | $4,194-50.8% |
| Admin fee / account holder | $1,458 | $4,154-64.9% | $6,173-76.4% | $7,856-81.4% |