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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 | $103,164-53.6% | $90,259-46.9% | $154,746-69.0% |
| Participation rate | 60.0% | 76.1%-16.1pp | 70.7%-10.7pp | 80.7%-20.7pp |
| Annual return | 11.95% | 19.25%-7.3pp | 18.88%-6.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,424 | $2,532-43.8% | $2,291-37.9% | $4,379-67.5% |
| Participant deferral / active EE | $6,646 | $4,422+50.3% | $3,827+73.7% | $6,730-1.3% |
| Admin fee / account holder | $19,257 | $8,593+124.1% | $7,267+165.0% | $14,365+34.1% |