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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 | $125,947 | $185,883-32.2% | $170,043-25.9% | $139,466-9.7% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 17.86% | 60.54%-42.7pp | 53.40%-35.5pp | 373.66%-355.8pp |
| Employer contribution / active EE | $3,607 | $7,596-52.5% | $6,790-46.9% | $4,754-24.1% |
| Participant deferral / active EE | $15,577 | $11,626+34.0% | $10,410+49.6% | $6,712+132.1% |
| Admin fee / account holder | $756 | $15,393-95.1% | $12,824-94.1% | $11,409-93.4% |