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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 | $108,684 | $174,379-37.7% | $152,093-28.5% | $138,895-21.8% |
| Participation rate | 52.2% | 81.6%-29.5pp | 77.8%-25.6pp | 79.9%-27.7pp |
| Annual return | 13.40% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,679 | $4,652-63.9% | $4,175-59.8% | $4,194-60.0% |
| Participant deferral / active EE | $2,256 | $6,159-63.4% | $5,451-58.6% | $6,396-64.7% |
| Admin fee / account holder | $519 | $16,880-96.9% | $14,497-96.4% | $12,562-95.9% |