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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 | $48,579 | $117,846-58.8% | $102,434-52.6% | $145,884-66.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 8.89% | 31.90%-23.0pp | 29.46%-20.6pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,378 | $3,615-61.9% | $3,023-54.4% | $4,662-70.4% |
| Participant deferral / active EE | $3,194 | $5,733-44.3% | $5,055-36.8% | $6,690-52.3% |
| Admin fee / account holder | $557 | $13,356-95.8% | $9,462-94.1% | $13,392-95.8% |