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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 | $44,541 | $124,330-64.2% | $109,173-59.2% | $167,536-73.4% |
| Participation rate | 62.5% | 79.5%-17.0pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 15.21% | 26.04%-10.8pp | 25.75%-10.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $2,121 | $4,209-49.6% | $3,723-43.0% | $4,839-56.2% |
| Participant deferral / active EE | $4,361 | $5,256-17.0% | $4,654-6.3% | $6,342-31.2% |
| Admin fee / account holder | $717 | $7,974-91.0% | $6,755-89.4% | $12,315-94.2% |