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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 | $105,670 | $154,228-31.5% | $145,433-27.3% | $137,256-23.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.76% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,476 | $4,804-48.5% | $4,554-45.6% | $4,156-40.4% |
| Participant deferral / active EE | $5,503 | $8,216-33.0% | $7,897-30.3% | $6,407-14.1% |
| Admin fee / account holder | $1,100 | $14,344-92.3% | $13,129-91.6% | $12,270-91.0% |