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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 | $43,339 | $183,516-76.4% | $155,534-72.1% | $145,884-70.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.94% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $3,544 | $5,315-33.3% | $4,675-24.2% | $4,662-24.0% |
| Participant deferral / active EE | $6,338 | $6,467-2.0% | $5,630+12.6% | $6,690-5.3% |
| Admin fee / account holder | $3,685 | $19,293-80.9% | $15,900-76.8% | $13,392-72.5% |