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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 | $47,923 | $176,402-72.8% | $134,162-64.3% | $158,982-69.9% |
| Participation rate | 40.0% | 78.7%-38.7pp | 72.2%-32.2pp | 82.0%-42.0pp |
| Annual return | 13.80% | 63.66%-49.9pp | 36.35%-22.5pp | 302.99%-289.2pp |
| Employer contribution / active EE | $738 | $5,042-85.4% | $3,705-80.1% | $4,763-84.5% |
| Participant deferral / active EE | $2,252 | $4,093-45.0% | $3,500-35.6% | $5,983-62.4% |
| Admin fee / account holder | $1,940 | $8,719-77.7% | $6,685-71.0% | $11,252-82.8% |