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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 | $82,118 | $183,627-55.3% | $155,602-47.2% | $145,978-43.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.32% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,555 | $5,316-70.7% | $4,675-66.7% | $4,662-66.6% |
| Participant deferral / active EE | $2,791 | $6,466-56.8% | $5,629-50.4% | $6,690-58.3% |
| Admin fee / account holder | $2,287 | $19,327-88.2% | $15,923-85.6% | $13,400-82.9% |