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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 | $48,789 | $77,908-37.4% | $149,696-67.4% | $75,173-35.1% |
| Participation rate | 41.5% | 65.6%-24.1pp | 78.8%-37.3pp | 67.2%-25.7pp |
| Annual return | 13.50% | 31.73%-18.2pp | 134.46%-121.0pp | 160.72%-147.2pp |
| Employer contribution / active EE | $1,331 | $3,138-57.6% | $4,821-72.4% | $2,671-50.2% |
| Participant deferral / active EE | $2,425 | $3,411-28.9% | $5,682-57.3% | $4,126-41.2% |
| Admin fee / account holder | $9,903 | $5,950+66.5% | $13,212-25.0% | $5,651+75.3% |