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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 | $156,398-24.8% | $147,318-20.1% | $138,895-15.3% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-35.9pp | 79.9%-33.8pp |
| Annual return | 14.09% | 78.75%-64.7pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,893 | $4,853-61.0% | $4,593-58.8% | $4,194-54.9% |
| Participant deferral / active EE | $6,363 | $8,237-22.8% | $7,906-19.5% | $6,396-0.5% |
| Admin fee / account holder | $4,167 | $14,976-72.2% | $13,708-69.6% | $12,562-66.8% |