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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 | $117,895-58.7% | $102,460-52.5% | $145,897-66.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.72% | 31.92%-17.2pp | 29.47%-14.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,064 | $3,619-70.6% | $3,025-64.8% | $4,663-77.2% |
| Participant deferral / active EE | $3,762 | $5,736-34.4% | $5,056-25.6% | $6,689-43.8% |
| Admin fee / account holder | $11,003 | $13,353-17.6% | $9,460+16.3% | $13,390-17.8% |