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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 | $72,810 | $155,555-53.2% | $146,866-50.4% | $155,188-53.1% |
| Participation rate | 47.4% | 84.0%-36.6pp | 82.5%-35.1pp | 80.8%-33.4pp |
| Annual return | 10.85% | 115.41%-104.6pp | 102.85%-92.0pp | 148.84%-138.0pp |
| Employer contribution / active EE | $1,151 | $4,647-75.2% | $4,425-74.0% | $4,248-72.9% |
| Participant deferral / active EE | $2,598 | $8,044-67.7% | $7,759-66.5% | $6,531-60.2% |
| Admin fee / account holder | $19,717 | $14,755+33.6% | $13,620+44.8% | $14,480+36.2% |