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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 | $55,165 | $123,155-55.2% | $108,753-49.3% | $155,188-64.5% |
| Participation rate | 69.2% | 75.6%-6.4pp | 71.1%-1.9pp | 80.8%-11.6pp |
| Annual return | 14.72% | 44.73%-30.0pp | 37.47%-22.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,838 | $2,811-34.6% | $2,427-24.3% | $4,248-56.7% |
| Participant deferral / active EE | $6,457 | $4,623+39.7% | $4,115+56.9% | $6,531-1.1% |
| Admin fee / account holder | $1,385 | $12,126-88.6% | $10,320-86.6% | $14,480-90.4% |