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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 | $92,712 | $174,379-46.8% | $152,093-39.0% | $138,895-33.3% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 19.86% | 74.86%-55.0pp | 66.36%-46.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $2,165 | $4,652-53.5% | $4,175-48.1% | $4,194-48.4% |
| Participant deferral / active EE | $3,600 | $6,159-41.6% | $5,451-34.0% | $6,396-43.7% |
| Admin fee / account holder | $2,752 | $16,880-83.7% | $14,497-81.0% | $12,562-78.1% |