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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 | $48,253 | $116,203-58.5% | $93,621-48.5% | $152,897-68.4% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.8%-35.8pp | 82.5%-42.5pp |
| Annual return | 24.15% | 35.96%-11.8pp | 32.76%-8.6pp | 345.43%-321.3pp |
| Employer contribution / active EE | $924 | $3,219-71.3% | $2,719-66.0% | $4,764-80.6% |
| Participant deferral / active EE | $1,516 | $4,605-67.1% | $4,070-62.8% | $5,851-74.1% |
| Admin fee / account holder | $10,856 | $10,751+1.0% | $7,890+37.6% | $11,599-6.4% |