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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 | $42,799 | $182,442-76.5% | $163,379-73.8% | $138,895-69.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 10.46% | 72.74%-62.3pp | 63.41%-52.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $870 | $4,159-79.1% | $3,752-76.8% | $4,194-79.3% |
| Participant deferral / active EE | $3,877 | $6,817-43.1% | $6,282-38.3% | $6,396-39.4% |
| Admin fee / account holder | $11,427 | $10,396+9.9% | $9,818+16.4% | $12,562-9.0% |