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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 | $44,974 | $110,379-59.3% | $102,412-56.1% | $145,884-69.2% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 17.56% | 24.84%-7.3pp | 24.94%-7.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $925 | $4,216-78.1% | $3,870-76.1% | $4,662-80.2% |
| Participant deferral / active EE | $1,531 | $5,622-72.8% | $5,060-69.7% | $6,690-77.1% |
| Admin fee / account holder | $5,779 | $9,745-40.7% | $8,388-31.1% | $13,392-56.8% |