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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 | $45,176 | $105,284-57.1% | $150,734-70.0% | $94,015-51.9% |
| Participation rate | 51.8% | 71.7%-19.9pp | 78.4%-26.7pp | 70.8%-19.0pp |
| Annual return | 10.63% | 15.67%-5.0pp | 600.81%-590.2pp | 17.84%-7.2pp |
| Employer contribution / active EE | $1,233 | $3,599-65.7% | $4,918-74.9% | $2,790-55.8% |
| Participant deferral / active EE | $3,281 | $4,274-23.2% | $5,610-41.5% | $4,249-22.8% |
| Admin fee / account holder | $5,100 | $9,839-48.2% | $14,905-65.8% | $8,951-43.0% |