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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 | $72,307 | $154,228-53.1% | $145,433-50.3% | $137,256-47.3% |
| Participation rate | 53.3% | 83.8%-30.5pp | 82.1%-28.8pp | 80.0%-26.6pp |
| Annual return | 16.93% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,654 | $4,804-65.6% | $4,554-63.7% | $4,156-60.2% |
| Participant deferral / active EE | $4,390 | $8,216-46.6% | $7,897-44.4% | $6,407-31.5% |
| Admin fee / account holder | $7,500 | $14,344-47.7% | $13,129-42.9% | $12,270-38.9% |