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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 | $181,062-14.6% | $158,223-2.3% | $155,188-0.4% |
| Participation rate | 20.0% | 82.7%-62.7pp | 79.2%-59.2pp | 80.8%-60.8pp |
| Annual return | 20.80% | 57.39%-36.6pp | 52.09%-31.3pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,544 | $4,565-66.2% | $4,109-62.4% | $4,248-63.7% |
| Participant deferral / active EE | $4,700 | $6,134-23.4% | $5,467-14.0% | $6,531-28.0% |
| Admin fee / account holder | $364 | $18,825-98.1% | $16,047-97.7% | $14,480-97.5% |