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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 | $48,244 | $114,013-57.7% | $103,693-53.5% | $155,188-68.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 9.13% | 49.31%-40.2pp | 47.61%-38.5pp | 148.84%-139.7pp |
| Employer contribution / active EE | $1,125 | $3,131-64.1% | $2,920-61.5% | $4,248-73.5% |
| Participant deferral / active EE | $1,125 | $4,970-77.4% | $4,579-75.4% | $6,531-82.8% |
| Admin fee / account holder | $874 | $8,407-89.6% | $7,858-88.9% | $14,480-94.0% |