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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 | $72,180 | $185,312-61.0% | $161,489-55.3% | $154,746-53.4% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 13.34% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,164 | $4,769-54.6% | $4,268-49.3% | $4,379-50.6% |
| Participant deferral / active EE | $4,926 | $6,350-22.4% | $5,630-12.5% | $6,730-26.8% |
| Admin fee / account holder | $21,723 | $18,654+16.4% | $16,006+35.7% | $14,365+51.2% |