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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 | $46,727 | $162,136-71.2% | $152,301-69.3% | $154,746-69.8% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 14.13% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,978 | $4,890-59.6% | $4,624-57.2% | $4,379-54.8% |
| Participant deferral / active EE | $7,024 | $8,341-15.8% | $8,004-12.2% | $6,730+4.4% |
| Admin fee / account holder | $2,753 | $15,759-82.5% | $14,398-80.9% | $14,365-80.8% |