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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 | $68,275 | $154,228-55.7% | $145,433-53.1% | $137,256-50.3% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 16.26% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,810 | $4,804-41.5% | $4,554-38.3% | $4,156-32.4% |
| Participant deferral / active EE | $7,603 | $8,216-7.5% | $7,897-3.7% | $6,407+18.7% |
| Admin fee / account holder | $838 | $14,344-94.2% | $13,129-93.6% | $12,270-93.2% |