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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 | $110,379-54.6% | $102,412-51.1% | $145,884-65.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 18.14% | 24.84%-6.7pp | 24.94%-6.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $2,455 | $4,216-41.8% | $3,870-36.6% | $4,662-47.3% |
| Participant deferral / active EE | $6,790 | $5,622+20.8% | $5,060+34.2% | $6,690+1.5% |
| Admin fee / account holder | $9,802 | $9,745+0.6% | $8,388+16.9% | $13,392-26.8% |