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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 | $124,980-55.9% | $108,359-49.1% | $154,746-64.4% |
| Participation rate | 69.2% | 75.2%-5.9pp | 70.1%-0.9pp | 80.7%-11.5pp |
| Annual return | 14.72% | 45.00%-30.3pp | 36.89%-22.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,838 | $2,851-35.5% | $2,399-23.4% | $4,379-58.0% |
| Participant deferral / active EE | $6,457 | $4,743+36.1% | $4,137+56.1% | $6,730-4.1% |
| Admin fee / account holder | $1,385 | $11,502-88.0% | $9,741-85.8% | $14,365-90.4% |