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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 | $82,272 | $182,442-54.9% | $163,379-49.6% | $138,895-40.8% |
| Participation rate | 55.0% | 79.8%-24.8pp | 76.8%-21.8pp | 79.9%-24.9pp |
| Annual return | 13.14% | 72.74%-59.6pp | 63.41%-50.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,238 | $4,159-70.2% | $3,752-67.0% | $4,194-70.5% |
| Participant deferral / active EE | $2,192 | $6,817-67.8% | $6,282-65.1% | $6,396-65.7% |
| Admin fee / account holder | $2,595 | $10,396-75.0% | $9,818-73.6% | $12,562-79.3% |