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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 | $45,917 | $111,814-58.9% | $103,374-55.6% | $145,959-68.5% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 11.34% | 24.77%-13.4pp | 24.89%-13.6pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,871 | $4,214-55.6% | $3,869-51.6% | $4,661-59.9% |
| Participant deferral / active EE | $2,254 | $5,618-59.9% | $5,058-55.4% | $6,689-66.3% |
| Admin fee / account holder | $346 | $9,754-96.5% | $8,394-95.9% | $13,398-97.4% |