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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 | $93,661 | $211,239-55.7% | $178,528-47.5% | $145,877-35.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 22.98% | 30.22%-7.2pp | 27.11%-4.1pp | 551.28%-528.3pp |
| Employer contribution / active EE | $950 | $4,570-79.2% | $3,950-76.0% | $4,663-79.6% |
| Participant deferral / active EE | $11,400 | $6,963+63.7% | $6,278+81.6% | $6,691+70.4% |
| Admin fee / account holder | $409 | $12,095-96.6% | $10,419-96.1% | $13,402-96.9% |