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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 | $49,393 | $124,346-60.3% | $111,308-55.6% | $167,536-70.5% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 11.12% | 37.45%-26.3pp | 54.67%-43.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $1,848 | $3,437-46.2% | $2,732-32.4% | $4,839-61.8% |
| Participant deferral / active EE | $4,134 | $5,182-20.2% | $4,487-7.9% | $6,342-34.8% |
| Admin fee / account holder | $1,205 | $10,621-88.7% | $7,965-84.9% | $12,315-90.2% |