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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 | $199,109-52.5% | $173,730-45.5% | $154,746-38.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 15.19% | 20.02%-4.8pp | 19.96%-4.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,881 | $5,311-45.8% | $4,577-37.1% | $4,379-34.2% |
| Participant deferral / active EE | $4,710 | $7,113-33.8% | $6,326-25.6% | $6,730-30.0% |
| Admin fee / account holder | $328 | $20,916-98.4% | $17,523-98.1% | $14,365-97.7% |