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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 | $64,579 | $154,228-58.1% | $145,433-55.6% | $137,256-53.0% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 13.19% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,143 | $4,804-34.6% | $4,554-31.0% | $4,156-24.4% |
| Participant deferral / active EE | $6,516 | $8,216-20.7% | $7,897-17.5% | $6,407+1.7% |
| Admin fee / account holder | $11,006 | $14,344-23.3% | $13,129-16.2% | $12,270-10.3% |