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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 | $46,566 | $118,488-60.7% | $98,462-52.7% | $139,487-66.6% |
| Participation rate | 54.5% | 77.5%-22.9pp | 75.2%-20.6pp | 80.3%-25.8pp |
| Annual return | 17.35% | 18.96%-1.6pp | 21.17%-3.8pp | 373.84%-356.5pp |
| Employer contribution / active EE | $1,715 | $3,611-52.5% | $3,049-43.7% | $4,755-63.9% |
| Participant deferral / active EE | $4,073 | $5,393-24.5% | $4,738-14.0% | $6,713-39.3% |
| Admin fee / account holder | $5,021 | $13,868-63.8% | $8,875-43.4% | $11,407-56.0% |