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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 | $54,099 | $93,598-42.2% | $135,974-60.2% | $75,173-28.0% |
| Participation rate | 58.1% | 75.2%-17.1pp | 81.9%-23.8pp | 67.2%-9.1pp |
| Annual return | 21.85% | 30.89%-9.0pp | 68.30%-46.5pp | 160.72%-138.9pp |
| Employer contribution / active EE | $3,552 | $3,538+0.4% | $4,859-26.9% | $2,671+33.0% |
| Participant deferral / active EE | $7,924 | $6,405+23.7% | $7,760+2.1% | $4,126+92.0% |
| Admin fee / account holder | $1,301 | $6,978-81.3% | $10,767-87.9% | $5,651-77.0% |