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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 | $77,220 | $105,284-26.7% | $150,734-48.8% | $94,015-17.9% |
| Participation rate | 48.5% | 71.7%-23.2pp | 78.4%-30.0pp | 70.8%-22.3pp |
| Annual return | 15.15% | 15.67%-0.5pp | 600.81%-585.7pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,906 | $3,599-47.0% | $4,918-61.2% | $2,790-31.7% |
| Participant deferral / active EE | $3,182 | $4,274-25.5% | $5,610-43.3% | $4,249-25.1% |
| Admin fee / account holder | $6,497 | $9,839-34.0% | $14,905-56.4% | $8,951-27.4% |