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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 | $55,765 | $106,280-47.5% | $96,538-42.2% | $139,487-60.0% |
| Participation rate | 43.5% | 77.8%-34.4pp | 74.3%-30.9pp | 80.3%-36.9pp |
| Annual return | 16.45% | 38.48%-22.0pp | 35.74%-19.3pp | 373.84%-357.4pp |
| Employer contribution / active EE | $1,458 | $4,107-64.5% | $3,740-61.0% | $4,755-69.3% |
| Participant deferral / active EE | $4,631 | $5,457-15.1% | $4,880-5.1% | $6,713-31.0% |
| Admin fee / account holder | $527 | $7,888-93.3% | $6,737-92.2% | $11,407-95.4% |