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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 | $54,258 | $161,352-66.4% | $134,172-59.6% | $137,256-60.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 9.85% | 28.72%-18.9pp | 25.30%-15.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,079 | $4,099-73.7% | $3,420-68.5% | $4,156-74.0% |
| Participant deferral / active EE | $4,698 | $5,552-15.4% | $4,690+0.2% | $6,407-26.7% |
| Admin fee / account holder | $725 | $15,028-95.2% | $12,016-94.0% | $12,270-94.1% |