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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 | $47,665 | $109,967-56.7% | $97,197-51.0% | $145,877-67.3% |
| Participation rate | 57.1% | 76.0%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 17.93% | 244.27%-226.3pp | 75.47%-57.5pp | 551.28%-533.4pp |
| Employer contribution / active EE | $1,392 | $3,077-54.8% | $2,723-48.9% | $4,663-70.2% |
| Participant deferral / active EE | $2,726 | $4,676-41.7% | $4,263-36.1% | $6,691-59.3% |
| Admin fee / account holder | $2,989 | $6,199-51.8% | $5,637-47.0% | $13,402-77.7% |