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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 | $51,386 | $58,241-11.8% | $81,780-37.2% | $80,911-36.5% |
| Participation rate | 48.0% | 63.4%-15.4pp | 72.4%-24.4pp | 67.6%-19.6pp |
| Annual return | 18.84% | 41.73%-22.9pp | 776.27%-757.4pp | 35.63%-16.8pp |
| Employer contribution / active EE | $1,045 | $2,343-55.4% | $2,914-64.1% | $2,756-62.1% |
| Participant deferral / active EE | $2,322 | $3,283-29.3% | $4,321-46.3% | $4,297-46.0% |
| Admin fee / account holder | $2,453 | $4,973-50.7% | $7,384-66.8% | $6,935-64.6% |