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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 | $49,432 | $153,769-67.9% | $133,975-63.1% | $273,972-82.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 7.43% | 36.51%-29.1pp | 29.29%-21.9pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,318 | $6,029-61.5% | $5,211-55.5% | $4,869-52.4% |
| Participant deferral / active EE | $7,262 | $6,958+4.4% | $6,282+15.6% | $5,287+37.3% |
| Admin fee / account holder | $550 | $11,765-95.3% | $9,324-94.1% | $10,133-94.6% |