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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 | $156,398-56.2% | $147,318-53.5% | $138,895-50.7% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 17.13% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,937 | $4,853-39.5% | $4,593-36.0% | $4,194-30.0% |
| Participant deferral / active EE | $5,139 | $8,237-37.6% | $7,906-35.0% | $6,396-19.7% |
| Admin fee / account holder | $2,831 | $14,976-81.1% | $13,708-79.3% | $12,562-77.5% |