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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 | $57,858 | $111,814-48.3% | $103,374-44.0% | $145,959-60.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.61% | 24.77%-11.2pp | 24.89%-11.3pp | 561.95%-548.3pp |
| Employer contribution / active EE | $5,357 | $4,214+27.1% | $3,869+38.4% | $4,661+14.9% |
| Participant deferral / active EE | $7,085 | $5,618+26.1% | $5,058+40.1% | $6,689+5.9% |
| Admin fee / account holder | $2,560 | $9,754-73.8% | $8,394-69.5% | $13,398-80.9% |