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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 | $45,977 | $114,013-59.7% | $103,693-55.7% | $155,188-70.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 20.23% | 49.31%-29.1pp | 47.61%-27.4pp | 148.84%-128.6pp |
| Employer contribution / active EE | $285 | $3,131-90.9% | $2,920-90.2% | $4,248-93.3% |
| Participant deferral / active EE | $9,197 | $4,970+85.1% | $4,579+100.8% | $6,531+40.8% |
| Admin fee / account holder | $12,024 | $8,407+43.0% | $7,858+53.0% | $14,480-17.0% |