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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 | $44,952 | $211,224-78.7% | $178,505-74.8% | $145,897-69.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 8.13% | 30.28%-22.1pp | 27.16%-19.0pp | 552.29%-544.2pp |
| Employer contribution / active EE | $2,180 | $4,577-52.4% | $3,955-44.9% | $4,663-53.2% |
| Participant deferral / active EE | $6,418 | $6,966-7.9% | $6,280+2.2% | $6,689-4.1% |
| Admin fee / account holder | $837 | $12,109-93.1% | $10,428-92.0% | $13,390-93.7% |