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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 | $46,876 | $115,814-59.5% | $101,275-53.7% | $158,982-70.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 13.56% | 56.16%-42.6pp | 46.48%-32.9pp | 302.99%-289.4pp |
| Employer contribution / active EE | $2,147 | $4,176-48.6% | $3,660-41.4% | $4,763-54.9% |
| Participant deferral / active EE | $4,718 | $4,958-4.9% | $4,371+7.9% | $5,983-21.2% |
| Admin fee / account holder | $540 | $7,249-92.6% | $5,948-90.9% | $11,252-95.2% |