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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 | $155,555-12.5% | $146,866-7.3% | $155,188-12.3% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 16.05% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,180 | $4,647-74.6% | $4,425-73.3% | $4,248-72.2% |
| Participant deferral / active EE | $3,654 | $8,044-54.6% | $7,759-52.9% | $6,531-44.1% |
| Admin fee / account holder | $1,714 | $14,755-88.4% | $13,620-87.4% | $14,480-88.2% |