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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 | $48,151 | $95,383-49.5% | $185,837-74.1% | $85,856-43.9% |
| Participation rate | 61.0% | 68.8%-7.7pp | 81.7%-20.7pp | 69.3%-8.3pp |
| Annual return | 22.39% | 23.59%-1.2pp | 122.08%-99.7pp | 318.58%-296.2pp |
| Employer contribution / active EE | $2,049 | $3,313-38.1% | $5,168-60.3% | $2,565-20.1% |
| Participant deferral / active EE | $3,675 | $3,423+7.4% | $5,568-34.0% | $3,952-7.0% |
| Admin fee / account holder | $1,458 | $7,213-79.8% | $16,241-91.0% | $6,261-76.7% |