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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 | $120,096 | $157,276-23.6% | $141,177-14.9% | $152,885-21.4% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.5%-36.3pp |
| Annual return | 20.91% | 64.33%-43.4pp | 71.40%-50.5pp | 345.39%-324.5pp |
| Employer contribution / active EE | $2,888 | $5,262-45.1% | $4,736-39.0% | $4,763-39.4% |
| Participant deferral / active EE | $7,470 | $7,110+5.1% | $6,710+11.3% | $5,851+27.7% |
| Admin fee / account holder | $598 | $12,123-95.1% | $10,263-94.2% | $11,598-94.8% |