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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 | $148,556 | $165,381-10.2% | $149,730-0.8% | $158,966-6.5% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 18.07% | 348.29%-330.2pp | 276.70%-258.6pp | 302.95%-284.9pp |
| Employer contribution / active EE | $948 | $5,104-81.4% | $4,645-79.6% | $4,762-80.1% |
| Participant deferral / active EE | $3,268 | $7,182-54.5% | $6,843-52.2% | $5,983-45.4% |
| Admin fee / account holder | $829 | $10,809-92.3% | $9,310-91.1% | $11,250-92.6% |