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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 | $101,540 | $228,395-55.5% | $185,861-45.4% | $158,982-36.1% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 19.84% | 40.82%-21.0pp | 35.96%-16.1pp | 302.99%-283.1pp |
| Employer contribution / active EE | $1,440 | $4,968-71.0% | $4,088-64.8% | $4,763-69.8% |
| Participant deferral / active EE | $1,713 | $6,417-73.3% | $5,634-69.6% | $5,983-71.4% |
| Admin fee / account holder | $11,807 | $11,869-0.5% | $9,503+24.2% | $11,252+4.9% |