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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 | $50,809 | $106,267-52.2% | $96,520-47.4% | $139,456-63.6% |
| Participation rate | 43.8% | 77.8%-34.1pp | 74.3%-30.6pp | 80.3%-36.6pp |
| Annual return | 14.88% | 38.45%-23.6pp | 35.72%-20.8pp | 373.45%-358.6pp |
| Employer contribution / active EE | $1,999 | $4,105-51.3% | $3,739-46.5% | $4,753-57.9% |
| Participant deferral / active EE | $2,530 | $5,454-53.6% | $4,879-48.1% | $6,711-62.3% |
| Admin fee / account holder | $2,634 | $7,882-66.6% | $6,733-60.9% | $11,407-76.9% |