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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 | $56,431-12.3% | $130,788-62.2% | $87,485-43.5% |
| Participation rate | 53.8% | 58.9%-5.1pp | 70.1%-16.3pp | 68.9%-15.1pp |
| Annual return | 13.22% | 91.27%-78.1pp | 386.44%-373.2pp | 26.06%-12.8pp |
| Employer contribution / active EE | $355 | $1,549-77.1% | $3,558-90.0% | $2,596-86.3% |
| Participant deferral / active EE | $3,824 | $2,749+39.1% | $4,137-7.6% | $4,274-10.5% |
| Admin fee / account holder | $6,736 | $4,433+51.9% | $6,673+0.9% | $7,775-13.4% |