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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 | $60,754 | $227,399-73.3% | $189,758-68.0% | $198,609-69.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 11.79% | 61.03%-49.2pp | 52.62%-40.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $1,636 | $5,526-70.4% | $4,767-65.7% | $5,055-67.6% |
| Participant deferral / active EE | $6,647 | $6,837-2.8% | $5,856+13.5% | $6,977-4.7% |
| Admin fee / account holder | $440 | $25,162-98.3% | $20,388-97.8% | $19,030-97.7% |