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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 | $18,444 | $90,486-79.6% | $78,676-76.6% | $273,972-93.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 5.49% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,204 | $3,175-30.6% | $2,850-22.7% | $4,869-54.7% |
| Participant deferral / active EE | $3,208 | $3,901-17.8% | $3,517-8.8% | $5,287-39.3% |
| Admin fee / account holder | $5,942 | $5,263+12.9% | $4,510+31.7% | $10,133-41.4% |