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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 | $48,503 | $183,627-73.6% | $155,602-68.8% | $145,978-66.8% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 15.73% | 61.32%-45.6pp | 64.81%-49.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $1,322 | $5,316-75.1% | $4,675-71.7% | $4,662-71.7% |
| Participant deferral / active EE | $6,318 | $6,466-2.3% | $5,629+12.2% | $6,690-5.6% |
| Admin fee / account holder | $5,077 | $19,327-73.7% | $15,923-68.1% | $13,400-62.1% |