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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 | $162,136-58.4% | $152,301-55.7% | $154,746-56.4% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 12.63% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,421 | $4,890-70.9% | $4,624-69.3% | $4,379-67.6% |
| Participant deferral / active EE | $3,807 | $8,341-54.4% | $8,004-52.4% | $6,730-43.4% |
| Admin fee / account holder | $14,045 | $15,759-10.9% | $14,398-2.5% | $14,365-2.2% |