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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 | $56,007 | $172,111-67.5% | $150,298-62.7% | $137,256-59.2% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 22.56% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,368 | $4,636-27.4% | $4,154-18.9% | $4,156-19.0% |
| Participant deferral / active EE | $6,615 | $6,166+7.3% | $5,453+21.3% | $6,407+3.2% |
| Admin fee / account holder | $1,961 | $16,471-88.1% | $14,116-86.1% | $12,270-84.0% |