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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 | $70,990 | $156,398-54.6% | $147,318-51.8% | $138,895-48.9% |
| Participation rate | 45.8% | 83.8%-37.9pp | 82.1%-36.2pp | 79.9%-34.1pp |
| Annual return | 15.82% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,821 | $4,853-62.5% | $4,593-60.4% | $4,194-56.6% |
| Participant deferral / active EE | $3,322 | $8,237-59.7% | $7,906-58.0% | $6,396-48.1% |
| Admin fee / account holder | $11,332 | $14,976-24.3% | $13,708-17.3% | $12,562-9.8% |