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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 | $101,670 | $129,737-21.6% | $119,126-14.7% | $154,746-34.3% |
| Participation rate | 63.2% | 78.9%-15.7pp | 75.8%-12.6pp | 80.7%-17.5pp |
| Annual return | 12.39% | 379.08%-366.7pp | 282.11%-269.7pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,607 | $4,375-40.4% | $4,034-35.4% | $4,379-40.5% |
| Participant deferral / active EE | $5,811 | $5,842-0.5% | $5,318+9.3% | $6,730-13.7% |
| Admin fee / account holder | $1,956 | $11,961-83.6% | $10,693-81.7% | $14,365-86.4% |