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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 | $185,312-67.2% | $161,489-62.4% | $154,746-60.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 11.79% | 103.84%-92.0pp | 89.72%-77.9pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,636 | $4,769-65.7% | $4,268-61.7% | $4,379-62.6% |
| Participant deferral / active EE | $6,647 | $6,350+4.7% | $5,630+18.1% | $6,730-1.2% |
| Admin fee / account holder | $440 | $18,654-97.6% | $16,006-97.3% | $14,365-96.9% |