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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 | $162,136-40.7% | $152,301-36.8% | $154,746-37.8% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 16.87% | 91.02%-74.2pp | 80.50%-63.6pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,113 | $4,890-77.2% | $4,624-75.9% | $4,379-74.6% |
| Participant deferral / active EE | $5,478 | $8,341-34.3% | $8,004-31.6% | $6,730-18.6% |
| Admin fee / account holder | $1,038 | $15,759-93.4% | $14,398-92.8% | $14,365-92.8% |