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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 | $47,738 | $110,379-56.8% | $102,412-53.4% | $145,884-67.3% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 9.19% | 24.84%-15.6pp | 24.94%-15.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,337 | $4,216-68.3% | $3,870-65.5% | $4,662-71.3% |
| Participant deferral / active EE | $1,637 | $5,622-70.9% | $5,060-67.7% | $6,690-75.5% |
| Admin fee / account holder | $1,171 | $9,745-88.0% | $8,388-86.0% | $13,392-91.3% |