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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 | $154,563 | $174,379-11.4% | $152,093+1.6% | $138,895+11.3% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 20.80% | 74.86%-54.1pp | 66.36%-45.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,544 | $4,652-66.8% | $4,175-63.0% | $4,194-63.2% |
| Participant deferral / active EE | $4,700 | $6,159-23.7% | $5,451-13.8% | $6,396-26.5% |
| Admin fee / account holder | $364 | $16,880-97.8% | $14,497-97.5% | $12,562-97.1% |