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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 | $48,716 | $110,379-55.9% | $102,412-52.4% | $145,884-66.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.27% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $4,451 | $4,216+5.6% | $3,870+15.0% | $4,662-4.5% |
| Participant deferral / active EE | $3,498 | $5,622-37.8% | $5,060-30.9% | $6,690-47.7% |
| Admin fee / account holder | $2,867 | $9,745-70.6% | $8,388-65.8% | $13,392-78.6% |