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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 | $54,696 | $201,259-72.8% | $184,200-70.3% | $145,959-62.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.36% | 28.98%-13.6pp | 28.80%-13.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,778 | $7,018-60.4% | $6,424-56.8% | $4,661-40.4% |
| Participant deferral / active EE | $9,087 | $9,806-7.3% | $9,132-0.5% | $6,689+35.9% |
| Admin fee / account holder | $13,500 | $16,372-17.5% | $13,907-2.9% | $13,398+0.8% |