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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 | $130,048 | $172,111-24.4% | $150,298-13.5% | $137,256-5.3% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 17.00% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,387 | $4,636-70.1% | $4,154-66.6% | $4,156-66.6% |
| Participant deferral / active EE | $7,507 | $6,166+21.8% | $5,453+37.7% | $6,407+17.2% |
| Admin fee / account holder | $1,163 | $16,471-92.9% | $14,116-91.8% | $12,270-90.5% |