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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 | $182,442-73.9% | $163,379-70.9% | $138,895-65.7% |
| Participation rate | 58.3% | 79.8%-21.4pp | 76.8%-18.5pp | 79.9%-21.6pp |
| Annual return | 14.02% | 72.74%-58.7pp | 63.41%-49.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,513 | $4,159-63.6% | $3,752-59.7% | $4,194-63.9% |
| Participant deferral / active EE | $3,068 | $6,817-55.0% | $6,282-51.2% | $6,396-52.0% |
| Admin fee / account holder | $397 | $10,396-96.2% | $9,818-96.0% | $12,562-96.8% |