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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 | $117,282 | $174,379-32.7% | $152,093-22.9% | $138,895-15.6% |
| Participation rate | 61.1% | 81.6%-20.5pp | 77.8%-16.7pp | 79.9%-18.8pp |
| Annual return | 18.54% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,555 | $4,652-66.6% | $4,175-62.8% | $4,194-62.9% |
| Participant deferral / active EE | $4,092 | $6,159-33.6% | $5,451-24.9% | $6,396-36.0% |
| Admin fee / account holder | $11,385 | $16,880-32.6% | $14,497-21.5% | $12,562-9.4% |