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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 | $48,891 | $84,236-42.0% | $170,435-71.3% | $70,126-30.3% |
| Participation rate | 43.6% | 70.8%-27.2pp | 83.6%-40.0pp | 69.5%-26.0pp |
| Annual return | 13.48% | 23.06%-9.6pp | 205.94%-192.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,976 | $3,387-41.7% | $5,432-63.6% | $2,343-15.6% |
| Participant deferral / active EE | $2,390 | $3,086-22.5% | $4,939-51.6% | $3,332-28.3% |
| Admin fee / account holder | $7,698 | $5,698+35.1% | $13,881-44.5% | $4,645+65.7% |