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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 | $48,751 | $153,769-68.3% | $133,975-63.6% | $273,972-82.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,417 | $6,029-76.5% | $5,211-72.8% | $4,869-70.9% |
| Participant deferral / active EE | $6,391 | $6,958-8.2% | $6,282+1.7% | $5,287+20.9% |
| Admin fee / account holder | $472 | $11,765-96.0% | $9,324-94.9% | $10,133-95.3% |