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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 | $36,014 | $124,980-71.2% | $108,359-66.8% | $154,746-76.7% |
| Participation rate | 55.6% | 75.2%-19.6pp | 70.1%-14.6pp | 80.7%-25.1pp |
| Annual return | 20.51% | 45.00%-24.5pp | 36.89%-16.4pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,257 | $2,851-55.9% | $2,399-47.6% | $4,379-71.3% |
| Participant deferral / active EE | $7,869 | $4,743+65.9% | $4,137+90.2% | $6,730+16.9% |
| Admin fee / account holder | $441 | $11,502-96.2% | $9,741-95.5% | $14,365-96.9% |