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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 | $136,164 | $162,136-16.0% | $152,301-10.6% | $154,746-12.0% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 16.05% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,180 | $4,890-75.9% | $4,624-74.5% | $4,379-73.1% |
| Participant deferral / active EE | $3,654 | $8,341-56.2% | $8,004-54.3% | $6,730-45.7% |
| Admin fee / account holder | $1,714 | $15,759-89.1% | $14,398-88.1% | $14,365-88.1% |