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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 | $172,111-64.7% | $150,298-59.6% | $137,256-55.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 11.79% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,636 | $4,636-64.7% | $4,154-60.6% | $4,156-60.6% |
| Participant deferral / active EE | $6,647 | $6,166+7.8% | $5,453+21.9% | $6,407+3.7% |
| Admin fee / account holder | $440 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |