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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 | $50,332 | $55,446-9.2% | $155,574-67.6% | $74,429-32.4% |
| Participation rate | 30.4% | 61.9%-31.5pp | 78.2%-47.8pp | 67.2%-36.8pp |
| Annual return | 13.86% | 269.20%-255.3pp | 64.87%-51.0pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $727 | $2,266-67.9% | $4,676-84.5% | $2,625-72.3% |
| Participant deferral / active EE | $2,111 | $2,836-25.5% | $5,629-62.5% | $4,348-51.4% |
| Admin fee / account holder | $3,931 | $1,743+125.5% | $15,914-75.3% | $1,944+102.2% |