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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 | $67,466 | $154,228-56.3% | $145,433-53.6% | $137,256-50.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 12.63% | 74.59%-62.0pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,421 | $4,804-70.4% | $4,554-68.8% | $4,156-65.8% |
| Participant deferral / active EE | $3,807 | $8,216-53.7% | $7,897-51.8% | $6,407-40.6% |
| Admin fee / account holder | $14,045 | $14,344-2.1% | $13,129+7.0% | $12,270+14.5% |