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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 | $50,666 | $182,442-72.2% | $163,379-69.0% | $138,895-63.5% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 10.52% | 72.74%-62.2pp | 63.41%-52.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,172 | $4,159-47.8% | $3,752-42.1% | $4,194-48.2% |
| Participant deferral / active EE | $3,489 | $6,817-48.8% | $6,282-44.5% | $6,396-45.4% |
| Admin fee / account holder | $8,405 | $10,396-19.1% | $9,818-14.4% | $12,562-33.1% |