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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 | $162,967-65.6% | $135,792-58.7% | $138,895-59.6% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.6%-22.6pp | 79.9%-29.9pp |
| Annual return | 14.28% | 30.08%-15.8pp | 25.96%-11.7pp | 145.39%-131.1pp |
| Employer contribution / active EE | $9,414 | $4,211+123.5% | $3,496+169.3% | $4,194+124.4% |
| Participant deferral / active EE | $9,328 | $5,640+65.4% | $4,759+96.0% | $6,396+45.8% |
| Admin fee / account holder | $20,594 | $15,306+34.5% | $12,266+67.9% | $12,562+63.9% |