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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 | $96,847 | $174,379-44.5% | $152,093-36.3% | $138,895-30.3% |
| Participation rate | 45.8% | 81.6%-35.8pp | 77.8%-31.9pp | 79.9%-34.1pp |
| Annual return | 18.92% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,444 | $4,652-69.0% | $4,175-65.4% | $4,194-65.6% |
| Participant deferral / active EE | $2,525 | $6,159-59.0% | $5,451-53.7% | $6,396-60.5% |
| Admin fee / account holder | $936 | $16,880-94.5% | $14,497-93.5% | $12,562-92.5% |