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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 | $47,121 | $110,337-57.3% | $102,383-54.0% | $145,877-67.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.91% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,551 | $4,216-63.2% | $3,870-59.9% | $4,663-66.7% |
| Participant deferral / active EE | $5,550 | $5,621-1.3% | $5,060+9.7% | $6,691-17.0% |
| Admin fee / account holder | $3,553 | $9,750-63.6% | $8,391-57.7% | $13,402-73.5% |