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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 | $156,398-58.7% | $147,318-56.2% | $138,895-53.5% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 13.19% | 78.75%-65.6pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $3,143 | $4,853-35.2% | $4,593-31.6% | $4,194-25.1% |
| Participant deferral / active EE | $6,516 | $8,237-20.9% | $7,906-17.6% | $6,396+1.9% |
| Admin fee / account holder | $11,006 | $14,976-26.5% | $13,708-19.7% | $12,562-12.4% |