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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 | $48,846 | $87,166-44.0% | $76,735-36.3% | $137,256-64.4% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.5%-52.8pp | 80.0%-63.3pp |
| Annual return | 15.13% | 26.50%-11.4pp | 29.77%-14.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $8,956 | $2,904+208.4% | $2,454+264.9% | $4,156+115.5% |
| Participant deferral / active EE | $1,124 | $4,726-76.2% | $4,088-72.5% | $6,407-82.5% |
| Admin fee / account holder | $32,567 | $8,403+287.6% | $7,189+353.0% | $12,270+165.4% |