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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 | $103,740 | $184,014-43.6% | $161,149-35.6% | $138,895-25.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 10.92% | 21.52%-10.6pp | 21.16%-10.2pp | 145.39%-134.5pp |
| Employer contribution / active EE | $3,965 | $5,055-21.6% | $4,360-9.1% | $4,194-5.5% |
| Participant deferral / active EE | $18,540 | $6,909+168.3% | $6,153+201.3% | $6,396+189.9% |
| Admin fee / account holder | $2,855 | $18,027-84.2% | $15,194-81.2% | $12,562-77.3% |