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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 | $138,312-60.3% | $122,979-55.4% | $155,188-64.6% |
| Participation rate | 68.4% | 80.2%-11.8pp | 77.2%-8.8pp | 80.8%-12.4pp |
| Annual return | 18.00% | 22.06%-4.1pp | 20.12%-2.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,980 | $3,530-43.9% | $3,062-35.3% | $4,248-53.4% |
| Participant deferral / active EE | $7,911 | $5,592+41.5% | $5,003+58.1% | $6,531+21.1% |
| Admin fee / account holder | $13,181 | $15,089-12.6% | $12,864+2.5% | $14,480-9.0% |