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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 | $59,559 | $183,592-67.6% | $155,574-61.7% | $145,877-59.2% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 11.05% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $3,085 | $5,317-42.0% | $4,676-34.0% | $4,663-33.8% |
| Participant deferral / active EE | $6,186 | $6,466-4.3% | $5,629+9.9% | $6,691-7.5% |
| Admin fee / account holder | $2,147 | $19,316-88.9% | $15,914-86.5% | $13,402-84.0% |