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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 | $128,987 | $211,239-38.9% | $178,528-27.8% | $145,877-11.6% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 22.42% | 30.22%-7.8pp | 27.11%-4.7pp | 551.28%-528.9pp |
| Employer contribution / active EE | $1,798 | $4,570-60.6% | $3,950-54.5% | $4,663-61.4% |
| Participant deferral / active EE | $1,841 | $6,963-73.6% | $6,278-70.7% | $6,691-72.5% |
| Admin fee / account holder | $1,225 | $12,095-89.9% | $10,419-88.2% | $13,402-90.9% |