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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 | $47,596 | $208,088-77.1% | $186,193-74.4% | $154,746-69.2% |
| Participation rate | 58.3% | 80.0%-21.7pp | 77.1%-18.8pp | 80.7%-22.4pp |
| Annual return | 14.02% | 89.97%-75.9pp | 78.03%-64.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,513 | $4,340-65.1% | $3,918-61.4% | $4,379-65.5% |
| Participant deferral / active EE | $3,068 | $7,078-56.7% | $6,513-52.9% | $6,730-54.4% |
| Admin fee / account holder | $397 | $11,698-96.6% | $11,058-96.4% | $14,365-97.2% |