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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 | $51,170 | $102,429-50.0% | $147,096-65.2% | $80,925-36.8% |
| Participation rate | 51.4% | 75.9%-24.4pp | 82.2%-30.8pp | 67.7%-16.2pp |
| Annual return | 14.79% | 135.02%-120.2pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,090 | $3,716-43.7% | $4,936-57.7% | $2,756-24.2% |
| Participant deferral / active EE | $4,798 | $6,649-27.8% | $8,071-40.5% | $4,299+11.6% |
| Admin fee / account holder | $595 | $7,957-92.5% | $13,005-95.4% | $6,940-91.4% |