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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 | $117,662 | $155,555-24.4% | $146,866-19.9% | $155,188-24.2% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.5%-36.4pp | 80.8%-34.6pp |
| Annual return | 14.09% | 115.41%-101.3pp | 102.85%-88.8pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,893 | $4,647-59.3% | $4,425-57.2% | $4,248-55.4% |
| Participant deferral / active EE | $6,363 | $8,044-20.9% | $7,759-18.0% | $6,531-2.6% |
| Admin fee / account holder | $4,167 | $14,755-71.8% | $13,620-69.4% | $14,480-71.2% |