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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 | $96,204 | $154,228-37.6% | $145,433-33.9% | $137,256-29.9% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 16.87% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,113 | $4,804-76.8% | $4,554-75.6% | $4,156-73.2% |
| Participant deferral / active EE | $5,478 | $8,216-33.3% | $7,897-30.6% | $6,407-14.5% |
| Admin fee / account holder | $1,038 | $14,344-92.8% | $13,129-92.1% | $12,270-91.5% |