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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 | $43,134 | $174,379-75.3% | $152,093-71.6% | $138,895-68.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 23.87% | 74.86%-51.0pp | 66.36%-42.5pp | 145.39%-121.5pp |
| Employer contribution / active EE | $2,212 | $4,652-52.4% | $4,175-47.0% | $4,194-47.3% |
| Participant deferral / active EE | $9,712 | $6,159+57.7% | $5,451+78.2% | $6,396+51.8% |
| Admin fee / account holder | $416 | $16,880-97.5% | $14,497-97.1% | $12,562-96.7% |