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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 | $61,033 | $185,312-67.1% | $161,489-62.2% | $154,746-60.6% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 19.26% | 103.84%-84.6pp | 89.72%-70.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,647 | $4,769-44.5% | $4,268-38.0% | $4,379-39.6% |
| Participant deferral / active EE | $4,216 | $6,350-33.6% | $5,630-25.1% | $6,730-37.4% |
| Admin fee / account holder | $304 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |