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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 | $254,759-62.9% | $216,567-56.3% | $198,609-52.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 15.19% | 10.04%+5.2pp | 12.94%+2.2pp | 202.70%-187.5pp |
| Employer contribution / active EE | $2,881 | $6,096-52.7% | $5,216-44.8% | $5,055-43.0% |
| Participant deferral / active EE | $4,710 | $6,948-32.2% | $6,191-23.9% | $6,977-32.5% |
| Admin fee / account holder | $328 | $26,311-98.8% | $21,981-98.5% | $19,030-98.3% |