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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 | $43,743 | $91,037-52.0% | $71,671-39.0% | $147,586-70.4% |
| Participation rate | 60.0% | 76.1%-16.1pp | 68.7%-8.7pp | 82.8%-22.8pp |
| Annual return | 15.37% | 20.48%-5.1pp | 20.65%-5.3pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,904 | $3,327-12.7% | $2,460+18.1% | $4,876-40.4% |
| Participant deferral / active EE | $5,856 | $4,498+30.2% | $3,438+70.3% | $5,439+7.7% |
| Admin fee / account holder | $692 | $8,613-92.0% | $5,558-87.6% | $10,886-93.6% |