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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 | $45,113 | $123,000-63.3% | $105,582-57.3% | $198,609-77.3% |
| Participation rate | 54.5% | 76.8%-22.2pp | 71.8%-17.2pp | 82.4%-27.8pp |
| Annual return | 10.68% | 18.31%-7.6pp | 18.61%-7.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $2,089 | $3,582-41.7% | $2,984-30.0% | $5,055-58.7% |
| Participant deferral / active EE | $2,984 | $5,013-40.5% | $4,353-31.4% | $6,977-57.2% |
| Admin fee / account holder | $1,579 | $16,254-90.3% | $12,856-87.7% | $19,030-91.7% |