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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 | $54,425 | $154,228-64.7% | $145,433-62.6% | $137,256-60.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.75% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,378 | $4,804-71.3% | $4,554-69.7% | $4,156-66.8% |
| Participant deferral / active EE | $10,750 | $8,216+30.8% | $7,897+36.1% | $6,407+67.8% |
| Admin fee / account holder | $947 | $14,344-93.4% | $13,129-92.8% | $12,270-92.3% |