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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 | $46,833 | $107,666-56.5% | $102,184-54.2% | $154,746-69.7% |
| Participation rate | 20.0% | 83.7%-63.7pp | 82.6%-62.6pp | 80.7%-60.7pp |
| Annual return | 12.08% | 29.33%-17.2pp | 31.58%-19.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $3,600 | $3,846-6.4% | $3,594+0.2% | $4,379-17.8% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,270 | $12,943-90.2% | $11,609-89.1% | $14,365-91.2% |