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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 | $106,749 | $135,956-21.5% | $123,894-13.8% | $273,972-61.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 12.53% | 56.63%-44.1pp | 47.52%-35.0pp | 41.46%-28.9pp |
| Employer contribution / active EE | $2,371 | $5,170-54.1% | $4,617-48.6% | $4,869-51.3% |
| Participant deferral / active EE | $7,047 | $6,343+11.1% | $5,984+17.8% | $5,287+33.3% |
| Admin fee / account holder | $979 | $9,817-90.0% | $8,357-88.3% | $10,133-90.3% |