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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 | $45,566 | $89,367-49.0% | $141,191-67.7% | $72,975-37.6% |
| Participation rate | 65.3% | 75.1%-9.8pp | 82.5%-17.2pp | 69.5%-4.2pp |
| Annual return | 32.66% | 111.87%-79.2pp | 71.41%-38.7pp | 81.01%-48.3pp |
| Employer contribution / active EE | $2,199 | $3,115-29.4% | $4,736-53.6% | $2,440-9.9% |
| Participant deferral / active EE | $8,876 | $5,419+63.8% | $6,710+32.3% | $3,608+146.0% |
| Admin fee / account holder | $5,188 | $5,957-12.9% | $10,264-49.5% | $5,124+1.2% |