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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 | $48,849 | $174,018-71.9% | $136,833-64.3% | $198,609-75.4% |
| Participation rate | 55.0% | 65.1%-10.1pp | 59.0%-4.0pp | 82.4%-27.4pp |
| Annual return | 13.05% | 35.16%-22.1pp | 35.32%-22.3pp | 202.70%-189.6pp |
| Employer contribution / active EE | $1,198 | $1,571-23.7% | $1,319-9.1% | $5,055-76.3% |
| Participant deferral / active EE | $1,883 | $2,873-34.5% | $2,441-22.9% | $6,977-73.0% |
| Admin fee / account holder | $2,466 | $5,434-54.6% | $4,706-47.6% | $19,030-87.0% |