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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 | $31,154 | $183,627-83.0% | $155,602-80.0% | $145,978-78.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.76% | 61.32%-46.6pp | 64.81%-50.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $3,034 | $5,316-42.9% | $4,675-35.1% | $4,662-34.9% |
| Participant deferral / active EE | $3,612 | $6,466-44.1% | $5,629-35.8% | $6,690-46.0% |
| Admin fee / account holder | $1,850 | $19,327-90.4% | $15,923-88.4% | $13,400-86.2% |