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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 | $77,008 | $174,379-55.8% | $152,093-49.4% | $138,895-44.6% |
| Participation rate | 19.0% | 81.6%-62.6pp | 77.8%-58.7pp | 79.9%-60.9pp |
| Annual return | 17.49% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,977 | $4,652-57.5% | $4,175-52.6% | $4,194-52.9% |
| Participant deferral / active EE | $3,384 | $6,159-45.0% | $5,451-37.9% | $6,396-47.1% |
| Admin fee / account holder | $5,243 | $16,880-68.9% | $14,497-63.8% | $12,562-58.3% |