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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 | $166,131-71.8% | $164,975-71.6% | $145,877-67.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.96% | 100.37%-89.4pp | 70.12%-59.2pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,655 | $5,276-68.6% | $4,343-61.9% | $4,663-64.5% |
| Participant deferral / active EE | $9,739 | $6,962+39.9% | $6,033+61.4% | $6,691+45.6% |
| Admin fee / account holder | $7,821 | $16,648-53.0% | $12,688-38.4% | $13,402-41.6% |