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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 | $104,526 | $174,379-40.1% | $152,093-31.3% | $138,895-24.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 18.63% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,482 | $4,652-68.2% | $4,175-64.5% | $4,194-64.7% |
| Participant deferral / active EE | $4,589 | $6,159-25.5% | $5,451-15.8% | $6,396-28.2% |
| Admin fee / account holder | $1,017 | $16,880-94.0% | $14,497-93.0% | $12,562-91.9% |