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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 | $108,886 | $223,823-51.4% | $211,142-48.4% | $154,746-29.6% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 13.77% | 50.39%-36.6pp | 46.84%-33.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $2,304 | $6,787-66.1% | $6,442-64.2% | $4,379-47.4% |
| Participant deferral / active EE | $8,752 | $9,750-10.2% | $9,284-5.7% | $6,730+30.0% |
| Admin fee / account holder | $538 | $19,707-97.3% | $19,076-97.2% | $14,365-96.3% |