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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 | $46,912 | $166,268-71.8% | $165,100-71.6% | $145,897-67.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.96% | 100.52%-89.6pp | 70.21%-59.3pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,655 | $5,284-68.7% | $4,348-61.9% | $4,663-64.5% |
| Participant deferral / active EE | $9,739 | $6,964+39.8% | $6,035+61.4% | $6,689+45.6% |
| Admin fee / account holder | $7,821 | $16,659-53.1% | $12,696-38.4% | $13,390-41.6% |