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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 | $108,143 | $178,174-39.3% | $156,181-30.8% | $137,256-21.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 17.37% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,455 | $4,972-50.6% | $4,294-42.8% | $4,156-40.9% |
| Participant deferral / active EE | $3,422 | $6,888-50.3% | $6,132-44.2% | $6,407-46.6% |
| Admin fee / account holder | $460 | $17,404-97.4% | $14,586-96.8% | $12,270-96.3% |