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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 | $171,628 | $227,399-24.5% | $189,758-9.6% | $198,609-13.6% |
| Participation rate | 37.5% | 84.0%-46.5pp | 79.8%-42.3pp | 82.4%-44.9pp |
| Annual return | 8.97% | 61.03%-52.1pp | 52.62%-43.7pp | 202.70%-193.7pp |
| Employer contribution / active EE | $1,797 | $5,526-67.5% | $4,767-62.3% | $5,055-64.4% |
| Participant deferral / active EE | $4,684 | $6,837-31.5% | $5,856-20.0% | $6,977-32.9% |
| Admin fee / account holder | $12,407 | $25,162-50.7% | $20,388-39.1% | $19,030-34.8% |