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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 | $78,185 | $184,014-57.5% | $161,149-51.5% | $138,895-43.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 17.62% | 21.52%-3.9pp | 21.16%-3.5pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,356 | $5,055-53.4% | $4,360-46.0% | $4,194-43.8% |
| Participant deferral / active EE | $2,356 | $6,909-65.9% | $6,153-61.7% | $6,396-63.2% |
| Admin fee / account holder | $325 | $18,027-98.2% | $15,194-97.9% | $12,562-97.4% |