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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 | $47,581 | $110,303-56.9% | $95,759-50.3% | $139,487-65.9% |
| Participation rate | 63.6% | 75.7%-12.1pp | 72.3%-8.6pp | 80.3%-16.7pp |
| Annual return | 22.31% | 27.19%-4.9pp | 28.42%-6.1pp | 373.84%-351.5pp |
| Employer contribution / active EE | $1,527 | $3,261-53.2% | $2,836-46.2% | $4,755-67.9% |
| Participant deferral / active EE | $3,136 | $4,674-32.9% | $4,244-26.1% | $6,713-53.3% |
| Admin fee / account holder | $3,515 | $6,615-46.9% | $5,678-38.1% | $11,407-69.2% |