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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 | $54,487 | $106,247-48.7% | $96,515-43.5% | $139,466-60.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 18.01% | 38.47%-20.5pp | 35.73%-17.7pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,221 | $4,106-45.9% | $3,740-40.6% | $4,754-53.3% |
| Participant deferral / active EE | $4,008 | $5,456-26.5% | $4,880-17.9% | $6,712-40.3% |
| Admin fee / account holder | $629 | $7,885-92.0% | $6,735-90.7% | $11,409-94.5% |