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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 | $162,136-55.4% | $152,301-52.5% | $154,746-53.3% |
| Participation rate | 53.3% | 84.1%-30.8pp | 82.4%-29.1pp | 80.7%-27.4pp |
| Annual return | 16.93% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,654 | $4,890-66.2% | $4,624-64.2% | $4,379-62.2% |
| Participant deferral / active EE | $4,390 | $8,341-47.4% | $8,004-45.2% | $6,730-34.8% |
| Admin fee / account holder | $7,500 | $15,759-52.4% | $14,398-47.9% | $14,365-47.8% |