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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 | $52,181 | $100,262-48.0% | $81,370-35.9% | $145,897-64.2% |
| Participation rate | 43.8% | 74.3%-30.5pp | 69.5%-25.8pp | 80.3%-36.6pp |
| Annual return | 8.59% | 34.52%-25.9pp | 24.85%-16.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $845 | $2,979-71.6% | $2,464-65.7% | $4,663-81.9% |
| Participant deferral / active EE | $5,519 | $4,612+19.7% | $3,885+42.1% | $6,689-17.5% |
| Admin fee / account holder | $1,912 | $8,163-76.6% | $5,749-66.7% | $13,390-85.7% |