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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 | $50,002 | $92,798-46.1% | $96,707-48.3% | $137,256-63.6% |
| Participation rate | 47.4% | 81.6%-34.3pp | 80.4%-33.0pp | 80.0%-32.6pp |
| Annual return | 15.64% | 31.24%-15.6pp | 34.78%-19.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,292 | $4,147-68.8% | $4,191-69.2% | $4,156-68.9% |
| Participant deferral / active EE | $1,563 | $5,877-73.4% | $5,997-73.9% | $6,407-75.6% |
| Admin fee / account holder | $3,691 | $7,946-53.5% | $7,503-50.8% | $12,270-69.9% |