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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 | $87,501 | $185,312-52.8% | $161,489-45.8% | $154,746-43.5% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.7%-33.2pp | 80.7%-35.2pp |
| Annual return | 19.26% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,953 | $4,769-59.1% | $4,268-54.3% | $4,379-55.4% |
| Participant deferral / active EE | $3,554 | $6,350-44.0% | $5,630-36.9% | $6,730-47.2% |
| Admin fee / account holder | $719 | $18,654-96.1% | $16,006-95.5% | $14,365-95.0% |