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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 | $73,944 | $174,379-57.6% | $152,093-51.4% | $138,895-46.8% |
| Participation rate | 27.3% | 81.6%-54.4pp | 77.8%-50.5pp | 79.9%-52.6pp |
| Annual return | 20.08% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,080 | $4,652-76.8% | $4,175-74.1% | $4,194-74.3% |
| Participant deferral / active EE | $3,415 | $6,159-44.6% | $5,451-37.4% | $6,396-46.6% |
| Admin fee / account holder | $953 | $16,880-94.4% | $14,497-93.4% | $12,562-92.4% |