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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 | $30,149 | $185,312-83.7% | $161,489-81.3% | $154,746-80.5% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 14.20% | 103.84%-89.6pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,483 | $4,769-68.9% | $4,268-65.2% | $4,379-66.1% |
| Participant deferral / active EE | $5,671 | $6,350-10.7% | $5,630+0.7% | $6,730-15.7% |
| Admin fee / account holder | $6,151 | $18,654-67.0% | $16,006-61.6% | $14,365-57.2% |