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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 | $50,629 | $110,410-54.1% | $102,437-50.6% | $145,897-65.3% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 9.33% | 24.85%-15.5pp | 24.95%-15.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,034 | $4,217-75.5% | $3,871-73.3% | $4,663-77.8% |
| Participant deferral / active EE | $4,048 | $5,622-28.0% | $5,060-20.0% | $6,689-39.5% |
| Admin fee / account holder | $338 | $9,745-96.5% | $8,388-96.0% | $13,390-97.5% |