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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 | $105,044 | $172,111-39.0% | $150,298-30.1% | $137,256-23.5% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 23.13% | 69.37%-46.2pp | 62.79%-39.7pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,277 | $4,636-29.3% | $4,154-21.1% | $4,156-21.2% |
| Participant deferral / active EE | $7,842 | $6,166+27.2% | $5,453+43.8% | $6,407+22.4% |
| Admin fee / account holder | $379 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |