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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 | $78,185 | $178,174-56.1% | $156,181-49.9% | $137,256-43.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 17.62% | 84.19%-66.6pp | 64.87%-47.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,356 | $4,972-52.6% | $4,294-45.1% | $4,156-43.3% |
| Participant deferral / active EE | $2,356 | $6,888-65.8% | $6,132-61.6% | $6,407-63.2% |
| Admin fee / account holder | $325 | $17,404-98.1% | $14,586-97.8% | $12,270-97.4% |