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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 | $50,838 | $123,155-58.7% | $108,753-53.3% | $155,188-67.2% |
| Participation rate | 52.9% | 75.6%-22.7pp | 71.1%-18.1pp | 80.8%-27.9pp |
| Annual return | 6.23% | 44.73%-38.5pp | 37.47%-31.2pp | 148.84%-142.6pp |
| Employer contribution / active EE | $915 | $2,811-67.4% | $2,427-62.3% | $4,248-78.5% |
| Participant deferral / active EE | $1,232 | $4,623-73.3% | $4,115-70.0% | $6,531-81.1% |
| Admin fee / account holder | $2,634 | $12,126-78.3% | $10,320-74.5% | $14,480-81.8% |