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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 | $47,147 | $107,809-56.3% | $97,032-51.4% | $155,188-69.6% |
| Participation rate | 0.0% | 75.5%-75.5pp | 71.6%-71.6pp | 80.8%-80.8pp |
| Annual return | 9.10% | 38.06%-29.0pp | 35.38%-26.3pp | 148.84%-139.7pp |
| Employer contribution / active EE | $1,993 | $2,911-31.6% | $2,629-24.2% | $4,248-53.1% |
| Participant deferral / active EE | $4,229 | $5,129-17.6% | $4,672-9.5% | $6,531-35.2% |
| Admin fee / account holder | $7,664 | $10,717-28.5% | $9,418-18.6% | $14,480-47.1% |