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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 | $48,241 | $91,167-47.1% | $178,498-73.0% | $79,858-39.6% |
| Participation rate | 62.5% | 69.2%-6.7pp | 81.9%-19.4pp | 69.6%-7.1pp |
| Annual return | 18.18% | 24.19%-6.0pp | 151.09%-132.9pp | 31.72%-13.5pp |
| Employer contribution / active EE | $1,312 | $3,255-59.7% | $5,011-73.8% | $2,471-46.9% |
| Participant deferral / active EE | $2,823 | $3,236-12.8% | $5,202-45.7% | $3,740-24.5% |
| Admin fee / account holder | $313 | $6,747-95.4% | $13,985-97.8% | $5,306-94.1% |