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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 | $51,466 | $118,496-56.6% | $98,461-47.7% | $139,466-63.1% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 14.63% | 18.96%-4.3pp | 21.17%-6.5pp | 373.66%-359.0pp |
| Employer contribution / active EE | $1,559 | $3,611-56.8% | $3,049-48.9% | $4,754-67.2% |
| Participant deferral / active EE | $2,702 | $5,393-49.9% | $4,738-43.0% | $6,712-59.7% |
| Admin fee / account holder | $6,940 | $14,056-50.6% | $8,961-22.6% | $11,409-39.2% |