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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 | $136,860-57.1% | $120,344-51.2% | $154,746-62.1% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 14.27% | 21.38%-7.1pp | 20.30%-6.0pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,021 | $3,533-42.8% | $3,020-33.1% | $4,379-53.9% |
| Participant deferral / active EE | $5,040 | $5,793-13.0% | $5,135-1.8% | $6,730-25.1% |
| Admin fee / account holder | $622 | $15,393-96.0% | $12,742-95.1% | $14,365-95.7% |