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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 | $44,507 | $70,532-36.9% | $68,948-35.4% | $137,256-67.6% |
| Participation rate | 66.7% | 81.0%-14.3pp | 79.2%-12.5pp | 80.0%-13.3pp |
| Annual return | 15.23% | 32.56%-17.3pp | 28.39%-13.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,588 | $4,355-40.6% | $4,165-37.9% | $4,156-37.7% |
| Participant deferral / active EE | $4,433 | $6,773-34.5% | $6,186-28.3% | $6,407-30.8% |
| Admin fee / account holder | $8,368 | $7,916+5.7% | $7,539+11.0% | $12,270-31.8% |