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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 | $46,145 | $165,361-72.1% | $149,715-69.2% | $158,950-71.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.47% | 348.24%-333.8pp | 276.66%-262.2pp | 302.91%-288.4pp |
| Employer contribution / active EE | $1,687 | $5,103-67.0% | $4,645-63.7% | $4,762-64.6% |
| Participant deferral / active EE | $4,287 | $7,182-40.3% | $6,842-37.3% | $5,983-28.3% |
| Admin fee / account holder | $4,816 | $10,808-55.4% | $9,310-48.3% | $11,248-57.2% |