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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 | $199,109-45.7% | $173,730-37.8% | $154,746-30.1% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 17.37% | 20.02%-2.6pp | 19.96%-2.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,455 | $5,311-53.8% | $4,577-46.4% | $4,379-43.9% |
| Participant deferral / active EE | $3,422 | $7,113-51.9% | $6,326-45.9% | $6,730-49.2% |
| Admin fee / account holder | $460 | $20,916-97.8% | $17,523-97.4% | $14,365-96.8% |