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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 | $47,785 | $110,379-56.7% | $102,412-53.3% | $145,884-67.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 9.48% | 24.84%-15.4pp | 24.94%-15.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,086 | $4,216-50.5% | $3,870-46.1% | $4,662-55.3% |
| Participant deferral / active EE | $3,715 | $5,622-33.9% | $5,060-26.6% | $6,690-44.5% |
| Admin fee / account holder | $3,527 | $9,745-63.8% | $8,388-57.9% | $13,392-73.7% |