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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 | $53,550 | $95,415-43.9% | $185,851-71.2% | $85,851-37.6% |
| Participation rate | 48.5% | 68.8%-20.3pp | 81.7%-33.2pp | 69.3%-20.8pp |
| Annual return | 15.17% | 23.59%-8.4pp | 122.11%-106.9pp | 318.63%-303.5pp |
| Employer contribution / active EE | $688 | $3,314-79.2% | $5,168-86.7% | $2,565-73.2% |
| Participant deferral / active EE | $2,218 | $3,424-35.2% | $5,569-60.2% | $3,952-43.9% |
| Admin fee / account holder | $9,817 | $7,215+36.1% | $16,245-39.6% | $6,261+56.8% |