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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 | $47,912 | $102,245-53.1% | $89,340-46.4% | $137,256-65.1% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 11.95% | 21.89%-9.9pp | 20.57%-8.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,424 | $2,529-43.7% | $2,231-36.2% | $4,156-65.7% |
| Participant deferral / active EE | $6,646 | $4,436+49.8% | $3,823+73.8% | $6,407+3.7% |
| Admin fee / account holder | $19,257 | $8,085+138.2% | $6,704+187.3% | $12,270+56.9% |