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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 | $45,113 | $107,733-58.1% | $92,985-51.5% | $154,746-70.8% |
| Participation rate | 54.5% | 74.6%-20.0pp | 69.5%-14.9pp | 80.7%-26.2pp |
| Annual return | 10.68% | 30.39%-19.7pp | 27.99%-17.3pp | 172.34%-161.7pp |
| Employer contribution / active EE | $2,089 | $3,126-33.2% | $2,662-21.5% | $4,379-52.3% |
| Participant deferral / active EE | $2,984 | $5,053-40.9% | $4,377-31.8% | $6,730-55.7% |
| Admin fee / account holder | $1,579 | $11,369-86.1% | $9,463-83.3% | $14,365-89.0% |