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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 | $68,444 | $155,555-56.0% | $146,866-53.4% | $155,188-55.9% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 17.13% | 115.41%-98.3pp | 102.85%-85.7pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,937 | $4,647-36.8% | $4,425-33.6% | $4,248-30.9% |
| Participant deferral / active EE | $5,139 | $8,044-36.1% | $7,759-33.8% | $6,531-21.3% |
| Admin fee / account holder | $2,831 | $14,755-80.8% | $13,620-79.2% | $14,480-80.4% |