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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 | $75,621 | $172,111-56.1% | $150,298-49.7% | $137,256-44.9% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 18.85% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $912 | $4,636-80.3% | $4,154-78.0% | $4,156-78.1% |
| Participant deferral / active EE | $8,857 | $6,166+43.7% | $5,453+62.4% | $6,407+38.2% |
| Admin fee / account holder | $652 | $16,471-96.0% | $14,116-95.4% | $12,270-94.7% |