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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 | $223,823-45.5% | $211,142-42.2% | $154,746-21.1% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 16.51% | 50.39%-33.9pp | 46.84%-30.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,390 | $6,787-64.8% | $6,442-62.9% | $4,379-45.4% |
| Participant deferral / active EE | $4,447 | $9,750-54.4% | $9,284-52.1% | $6,730-33.9% |
| Admin fee / account holder | $4,124 | $19,707-79.1% | $19,076-78.4% | $14,365-71.3% |