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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 | $116,025 | $185,312-37.4% | $161,489-28.2% | $154,746-25.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 11.46% | 103.84%-92.4pp | 89.72%-78.3pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,539 | $4,769-67.7% | $4,268-64.0% | $4,379-64.9% |
| Participant deferral / active EE | $12,000 | $6,350+89.0% | $5,630+113.1% | $6,730+78.3% |
| Admin fee / account holder | $764 | $18,654-95.9% | $16,006-95.2% | $14,365-94.7% |