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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 | $54,940 | $185,312-70.4% | $161,489-66.0% | $154,746-64.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 22.57% | 103.84%-81.3pp | 89.72%-67.1pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,342 | $4,769-50.9% | $4,268-45.1% | $4,379-46.5% |
| Participant deferral / active EE | $9,139 | $6,350+43.9% | $5,630+62.3% | $6,730+35.8% |
| Admin fee / account holder | $15,296 | $18,654-18.0% | $16,006-4.4% | $14,365+6.5% |