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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 | $111,752 | $185,312-39.7% | $161,489-30.8% | $154,746-27.8% |
| Participation rate | 63.2% | 82.5%-19.3pp | 78.7%-15.5pp | 80.7%-17.5pp |
| Annual return | 16.12% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,172 | $4,769-75.4% | $4,268-72.6% | $4,379-73.2% |
| Participant deferral / active EE | $4,859 | $6,350-23.5% | $5,630-13.7% | $6,730-27.8% |
| Admin fee / account holder | $935 | $18,654-95.0% | $16,006-94.2% | $14,365-93.5% |