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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 | $174,379-50.2% | $152,093-42.9% | $138,895-37.5% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 11.12% | 74.86%-63.7pp | 66.36%-55.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,334 | $4,652-71.3% | $4,175-68.0% | $4,194-68.2% |
| Participant deferral / active EE | $6,364 | $6,159+3.3% | $5,451+16.7% | $6,396-0.5% |
| Admin fee / account holder | $16,794 | $16,880-0.5% | $14,497+15.8% | $12,562+33.7% |