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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 | $49,471 | $52,353-5.5% | $120,225-58.9% | $82,448-40.0% |
| Participation rate | 53.8% | 58.3%-4.5pp | 69.6%-15.7pp | 68.1%-14.2pp |
| Annual return | 13.22% | 61.85%-48.6pp | 439.23%-426.0pp | 41.64%-28.4pp |
| Employer contribution / active EE | $355 | $1,510-76.5% | $3,475-89.8% | $2,551-86.1% |
| Participant deferral / active EE | $3,824 | $2,627+45.6% | $3,999-4.4% | $4,139-7.6% |
| Admin fee / account holder | $6,736 | $4,363+54.4% | $5,696+18.2% | $7,234-6.9% |