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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 | $50,101 | $111,814-55.2% | $103,374-51.5% | $145,959-65.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 18.14% | 24.77%-6.6pp | 24.89%-6.7pp | 561.95%-543.8pp |
| Employer contribution / active EE | $2,455 | $4,214-41.7% | $3,869-36.6% | $4,661-47.3% |
| Participant deferral / active EE | $6,790 | $5,618+20.8% | $5,058+34.2% | $6,689+1.5% |
| Admin fee / account holder | $9,802 | $9,754+0.5% | $8,394+16.8% | $13,398-26.8% |