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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 | $42,713 | $111,814-61.8% | $103,374-58.7% | $145,959-70.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.44% | 24.77%-12.3pp | 24.89%-12.4pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,862 | $4,214-55.8% | $3,869-51.9% | $4,661-60.1% |
| Participant deferral / active EE | $4,611 | $5,618-17.9% | $5,058-8.8% | $6,689-31.1% |
| Admin fee / account holder | $915 | $9,754-90.6% | $8,394-89.1% | $13,398-93.2% |