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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 | $98,350 | $212,777-53.8% | $173,703-43.4% | $198,609-50.5% |
| Participation rate | 57.1% | 81.1%-23.9pp | 75.9%-18.8pp | 82.4%-25.2pp |
| Annual return | 15.66% | 18.82%-3.2pp | 17.46%-1.8pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,979 | $5,214-62.0% | $4,288-53.8% | $5,055-60.9% |
| Participant deferral / active EE | $3,748 | $5,697-34.2% | $4,854-22.8% | $6,977-46.3% |
| Admin fee / account holder | $1,121 | $19,536-94.3% | $15,562-92.8% | $19,030-94.1% |