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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 | $54,033 | $176,794-69.4% | $146,647-63.2% | $167,553-67.8% |
| Participation rate | 25.0% | 83.6%-58.6pp | 80.1%-55.1pp | 82.1%-57.1pp |
| Annual return | 12.41% | 24.04%-11.6pp | 22.75%-10.3pp | 478.89%-466.5pp |
| Employer contribution / active EE | $1,430 | $5,161-72.3% | $4,137-65.4% | $4,840-70.5% |
| Participant deferral / active EE | $4,874 | $6,440-24.3% | $5,506-11.5% | $6,343-23.2% |
| Admin fee / account holder | $471 | $13,262-96.4% | $10,281-95.4% | $12,316-96.2% |