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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 | $67,443 | $156,398-56.9% | $147,318-54.2% | $138,895-51.4% |
| Participation rate | 68.4% | 83.8%-15.3pp | 82.1%-13.6pp | 79.9%-11.5pp |
| Annual return | 16.92% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,538 | $4,853-68.3% | $4,593-66.5% | $4,194-63.3% |
| Participant deferral / active EE | $4,153 | $8,237-49.6% | $7,906-47.5% | $6,396-35.1% |
| Admin fee / account holder | $962 | $14,976-93.6% | $13,708-93.0% | $12,562-92.3% |