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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 | $44,736 | $117,904-62.1% | $102,457-56.3% | $145,978-69.4% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.7pp | 80.3%-11.5pp |
| Annual return | 12.63% | 31.80%-19.2pp | 29.41%-16.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $1,764 | $3,613-51.2% | $3,022-41.6% | $4,662-62.2% |
| Participant deferral / active EE | $2,706 | $5,733-52.8% | $5,054-46.5% | $6,690-59.6% |
| Admin fee / account holder | $5,052 | $13,329-62.1% | $9,451-46.6% | $13,400-62.3% |