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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 | $60,421 | $64,920-6.9% | $103,693-41.7% | $86,983-30.5% |
| Participation rate | 54.3% | 63.6%-9.3pp | 72.6%-18.4pp | 69.5%-15.3pp |
| Annual return | 20.93% | 30.29%-9.4pp | 47.61%-26.7pp | 25.83%-4.9pp |
| Employer contribution / active EE | $886 | $2,141-58.6% | $2,920-69.7% | $2,584-65.7% |
| Participant deferral / active EE | $4,229 | $3,241+30.5% | $4,579-7.7% | $4,194+0.8% |
| Admin fee / account holder | $6,198 | $6,191+0.1% | $7,858-21.1% | $7,856-21.1% |