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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 | $91,695 | $155,555-41.1% | $146,866-37.6% | $155,188-40.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 13.12% | 115.41%-102.3pp | 102.85%-89.7pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,932 | $4,647-58.4% | $4,425-56.3% | $4,248-54.5% |
| Participant deferral / active EE | $5,623 | $8,044-30.1% | $7,759-27.5% | $6,531-13.9% |
| Admin fee / account holder | $3,835 | $14,755-74.0% | $13,620-71.8% | $14,480-73.5% |