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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 | $50,734 | $110,410-54.0% | $102,437-50.5% | $145,897-65.2% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 21.57% | 24.85%-3.3pp | 24.95%-3.4pp | 552.29%-530.7pp |
| Employer contribution / active EE | $1,204 | $4,217-71.5% | $3,871-68.9% | $4,663-74.2% |
| Participant deferral / active EE | $2,986 | $5,622-46.9% | $5,060-41.0% | $6,689-55.4% |
| Admin fee / account holder | $1,453 | $9,745-85.1% | $8,388-82.7% | $13,390-89.1% |