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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 | $60,270 | $185,312-67.5% | $161,489-62.7% | $154,746-61.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 13.49% | 103.84%-90.4pp | 89.72%-76.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,215 | $4,769-74.5% | $4,268-71.5% | $4,379-72.3% |
| Participant deferral / active EE | $5,765 | $6,350-9.2% | $5,630+2.4% | $6,730-14.3% |
| Admin fee / account holder | $3,279 | $18,654-82.4% | $16,006-79.5% | $14,365-77.2% |