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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 | $43,043 | $110,337-61.0% | $102,383-58.0% | $145,877-70.5% |
| Participation rate | 52.4% | 77.9%-25.6pp | 74.5%-22.1pp | 80.3%-27.9pp |
| Annual return | 10.93% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,053 | $4,216-75.0% | $3,870-72.8% | $4,663-77.4% |
| Participant deferral / active EE | $2,543 | $5,621-54.8% | $5,060-49.7% | $6,691-62.0% |
| Admin fee / account holder | $435 | $9,750-95.5% | $8,391-94.8% | $13,402-96.8% |