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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 | $48,682 | $117,829-58.7% | $102,423-52.5% | $145,877-66.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.72% | 31.83%-17.1pp | 29.42%-14.7pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,064 | $3,615-70.6% | $3,023-64.8% | $4,663-77.2% |
| Participant deferral / active EE | $3,762 | $5,732-34.4% | $5,054-25.6% | $6,691-43.8% |
| Admin fee / account holder | $11,003 | $13,335-17.5% | $9,455+16.4% | $13,402-17.9% |