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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 | $117,846-62.0% | $102,434-56.3% | $145,884-69.3% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 12.63% | 31.90%-19.3pp | 29.46%-16.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,764 | $3,615-51.2% | $3,023-41.6% | $4,662-62.2% |
| Participant deferral / active EE | $2,706 | $5,733-52.8% | $5,055-46.5% | $6,690-59.6% |
| Admin fee / account holder | $5,052 | $13,356-62.2% | $9,462-46.6% | $13,392-62.3% |