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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 | $94,609 | $184,014-48.6% | $161,149-41.3% | $138,895-31.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 15.19% | 21.52%-6.3pp | 21.16%-6.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,881 | $5,055-43.0% | $4,360-33.9% | $4,194-31.3% |
| Participant deferral / active EE | $4,710 | $6,909-31.8% | $6,153-23.5% | $6,396-26.4% |
| Admin fee / account holder | $328 | $18,027-98.2% | $15,194-97.8% | $12,562-97.4% |