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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 | $39,281 | $185,312-78.8% | $161,489-75.7% | $154,746-74.6% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 10.51% | 103.84%-93.3pp | 89.72%-79.2pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,421 | $4,769-70.2% | $4,268-66.7% | $4,379-67.5% |
| Participant deferral / active EE | $5,032 | $6,350-20.8% | $5,630-10.6% | $6,730-25.2% |
| Admin fee / account holder | $20,185 | $18,654+8.2% | $16,006+26.1% | $14,365+40.5% |