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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 | $56,086 | $161,352-65.2% | $134,172-58.2% | $137,256-59.1% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 14.28% | 28.72%-14.4pp | 25.30%-11.0pp | 220.34%-206.1pp |
| Employer contribution / active EE | $9,414 | $4,099+129.7% | $3,420+175.3% | $4,156+126.5% |
| Participant deferral / active EE | $9,328 | $5,552+68.0% | $4,690+98.9% | $6,407+45.6% |
| Admin fee / account holder | $20,594 | $15,028+37.0% | $12,016+71.4% | $12,270+67.8% |