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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 | $61,947 | $112,729-45.0% | $98,716-37.2% | $137,256-54.9% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.3%-11.0pp | 80.0%-21.6pp |
| Annual return | 15.87% | 38.48%-22.6pp | 31.81%-15.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,329 | $2,725-14.5% | $2,279+2.2% | $4,156-44.0% |
| Participant deferral / active EE | $2,802 | $4,640-39.6% | $4,048-30.8% | $6,407-56.3% |
| Admin fee / account holder | $9,273 | $10,129-8.4% | $8,703+6.6% | $12,270-24.4% |