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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 | $58,697 | $124,425-52.8% | $112,040-47.6% | $137,256-57.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 14.27% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,021 | $3,411-40.8% | $2,954-31.6% | $4,156-51.4% |
| Participant deferral / active EE | $5,040 | $5,718-11.9% | $5,098-1.1% | $6,407-21.3% |
| Admin fee / account holder | $622 | $15,207-95.9% | $12,098-94.9% | $12,270-94.9% |