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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 | $75,163 | $114,119-34.1% | $107,187-29.9% | $138,895-45.9% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 79.9%-18.8pp |
| Annual return | 17.94% | 273.21%-255.3pp | 204.55%-186.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,167 | $4,059-71.3% | $3,782-69.2% | $4,194-72.2% |
| Participant deferral / active EE | $3,348 | $5,538-39.5% | $5,096-34.3% | $6,396-47.7% |
| Admin fee / account holder | $1,231 | $10,024-87.7% | $9,162-86.6% | $12,562-90.2% |