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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 | $86,807 | $181,062-52.1% | $158,223-45.1% | $155,188-44.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 79.2%-36.3pp | 80.8%-37.9pp |
| Annual return | 11.12% | 57.39%-46.3pp | 52.09%-41.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,334 | $4,565-70.8% | $4,109-67.5% | $4,248-68.6% |
| Participant deferral / active EE | $6,364 | $6,134+3.7% | $5,467+16.4% | $6,531-2.6% |
| Admin fee / account holder | $16,794 | $18,825-10.8% | $16,047+4.7% | $14,480+16.0% |