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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 | $57,681 | $185,312-68.9% | $161,489-64.3% | $154,746-62.7% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.7%-24.9pp | 80.7%-26.9pp |
| Annual return | 19.10% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,529 | $4,769-67.9% | $4,268-64.2% | $4,379-65.1% |
| Participant deferral / active EE | $7,152 | $6,350+12.6% | $5,630+27.0% | $6,730+6.3% |
| Admin fee / account holder | $4,367 | $18,654-76.6% | $16,006-72.7% | $14,365-69.6% |