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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 | $54,521 | $71,230-23.5% | $93,727-41.8% | $80,959-32.7% |
| Participation rate | 55.9% | 60.4%-4.5pp | 68.7%-12.8pp | 67.7%-11.7pp |
| Annual return | 10.45% | 11.26%-0.8pp | 133.83%-123.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,175 | $1,565+39.0% | $2,421-10.2% | $2,757-21.1% |
| Participant deferral / active EE | $4,579 | $4,037+13.4% | $4,417+3.7% | $4,300+6.5% |
| Admin fee / account holder | $9,421 | $6,961+35.3% | $8,292+13.6% | $6,925+36.0% |