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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 | $51,647 | $110,337-53.2% | $102,383-49.6% | $145,877-64.6% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 13.75% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,210 | $4,216-47.6% | $3,870-42.9% | $4,663-52.6% |
| Participant deferral / active EE | $6,191 | $5,621+10.2% | $5,060+22.4% | $6,691-7.5% |
| Admin fee / account holder | $2,267 | $9,750-76.7% | $8,391-73.0% | $13,402-83.1% |