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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 | $139,482 | $174,379-20.0% | $152,093-8.3% | $138,895+0.4% |
| Participation rate | 63.6% | 81.6%-18.0pp | 77.8%-14.1pp | 79.9%-16.3pp |
| Annual return | 14.46% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,692 | $4,652-42.1% | $4,175-35.5% | $4,194-35.8% |
| Participant deferral / active EE | $2,948 | $6,159-52.1% | $5,451-45.9% | $6,396-53.9% |
| Admin fee / account holder | $621 | $16,880-96.3% | $14,497-95.7% | $12,562-95.1% |