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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 | $47,579 | $90,509-47.4% | $78,693-39.5% | $273,968-82.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 16.44% | 75.61%-59.2pp | 62.18%-45.7pp | 41.45%-25.0pp |
| Employer contribution / active EE | $6,667 | $3,175+110.0% | $2,850+133.9% | $4,869+36.9% |
| Participant deferral / active EE | $3,800 | $3,901-2.6% | $3,517+8.0% | $5,287-28.1% |
| Admin fee / account holder | $14,314 | $5,264+171.9% | $4,511+217.3% | $10,132+41.3% |