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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 | $49,636 | $124,314-60.1% | $109,163-54.5% | $167,518-70.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 14.16% | 26.04%-11.9pp | 25.75%-11.6pp | 478.71%-464.6pp |
| Employer contribution / active EE | $2,037 | $4,209-51.6% | $3,723-45.3% | $4,838-57.9% |
| Participant deferral / active EE | $4,799 | $5,256-8.7% | $4,654+3.1% | $6,342-24.3% |
| Admin fee / account holder | $512 | $7,973-93.6% | $6,754-92.4% | $12,312-95.8% |