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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 | $122,028 | $209,336-41.7% | $197,124-38.1% | $137,256-11.1% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 16.51% | 48.09%-31.6pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,390 | $6,591-63.7% | $6,227-61.6% | $4,156-42.5% |
| Participant deferral / active EE | $4,447 | $9,614-53.7% | $9,135-51.3% | $6,407-30.6% |
| Admin fee / account holder | $4,124 | $17,308-76.2% | $16,298-74.7% | $12,270-66.4% |