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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 | $46,712 | $183,592-74.6% | $155,574-70.0% | $145,877-68.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 19.42% | 61.37%-42.0pp | 64.87%-45.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $3,076 | $5,317-42.1% | $4,676-34.2% | $4,663-34.0% |
| Participant deferral / active EE | $4,483 | $6,466-30.7% | $5,629-20.4% | $6,691-33.0% |
| Admin fee / account holder | $1,531 | $19,316-92.1% | $15,914-90.4% | $13,402-88.6% |