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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 | $54,480 | $65,961-17.4% | $180,320-69.8% | $94,015-42.1% |
| Participation rate | 48.1% | 61.3%-13.1pp | 71.5%-23.4pp | 70.8%-22.7pp |
| Annual return | 11.13% | 14.27%-3.1pp | 778.54%-767.4pp | 17.84%-6.7pp |
| Employer contribution / active EE | $1,511 | $1,737-13.1% | $4,108-63.2% | $2,790-45.9% |
| Participant deferral / active EE | $3,456 | $3,003+15.1% | $4,304-19.7% | $4,249-18.7% |
| Admin fee / account holder | $13,396 | $4,901+173.4% | $10,000+34.0% | $8,951+49.7% |