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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 | $61,054 | $61,125-0.1% | $94,057-35.1% | $87,485-30.2% |
| Participation rate | 55.3% | 64.1%-8.8pp | 73.3%-18.1pp | 68.9%-13.7pp |
| Annual return | 20.60% | 35.20%-14.6pp | 480.62%-460.0pp | 26.06%-5.5pp |
| Employer contribution / active EE | $2,315 | $2,136+8.4% | $2,933-21.1% | $2,596-10.8% |
| Participant deferral / active EE | $4,654 | $3,260+42.7% | $4,709-1.2% | $4,274+8.9% |
| Admin fee / account holder | $7,820 | $5,629+38.9% | $7,244+7.9% | $7,775+0.6% |