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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 | $70,356 | $47,553+48.0% | $136,867-48.6% | $69,733+0.9% |
| Participation rate | 45.5% | 61.4%-15.9pp | 74.5%-29.1pp | 62.5%-17.0pp |
| Annual return | 11.03% | -91.50%+102.5pp | 42.97%-31.9pp | 15.22%-4.2pp |
| Employer contribution / active EE | $1,619 | $2,087-22.4% | $3,547-54.4% | $2,250-28.0% |
| Participant deferral / active EE | $2,389 | $2,300+3.9% | $4,924-51.5% | $3,054-21.8% |
| Admin fee / account holder | $1,357 | $3,496-61.2% | $10,340-86.9% | $3,102-56.3% |