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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 | $85,937 | $185,312-53.6% | $161,489-46.8% | $154,746-44.5% |
| Participation rate | 27.3% | 82.5%-55.2pp | 78.7%-51.4pp | 80.7%-53.4pp |
| Annual return | 17.86% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,286 | $4,769-73.0% | $4,268-69.9% | $4,379-70.6% |
| Participant deferral / active EE | $2,087 | $6,350-67.1% | $5,630-62.9% | $6,730-69.0% |
| Admin fee / account holder | $11,008 | $18,654-41.0% | $16,006-31.2% | $14,365-23.4% |