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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 | $54,899 | $126,661-56.7% | $113,397-51.6% | $138,895-60.5% |
| Participation rate | 68.4% | 79.4%-11.0pp | 76.5%-8.1pp | 79.9%-11.5pp |
| Annual return | 18.00% | 25.05%-7.1pp | 23.20%-5.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,980 | $3,456-42.7% | $2,977-33.5% | $4,194-52.8% |
| Participant deferral / active EE | $7,911 | $5,693+39.0% | $5,076+55.8% | $6,396+23.7% |
| Admin fee / account holder | $13,181 | $14,549-9.4% | $11,957+10.2% | $12,562+4.9% |