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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 | $108,143 | $254,759-57.6% | $216,567-50.1% | $198,609-45.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 17.37% | 10.04%+7.3pp | 12.94%+4.4pp | 202.70%-185.3pp |
| Employer contribution / active EE | $2,455 | $6,096-59.7% | $5,216-52.9% | $5,055-51.4% |
| Participant deferral / active EE | $3,422 | $6,948-50.8% | $6,191-44.7% | $6,977-51.0% |
| Admin fee / account holder | $460 | $26,311-98.3% | $21,981-97.9% | $19,030-97.6% |