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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 | $181,062-35.2% | $158,223-25.9% | $155,188-24.4% |
| Participation rate | 61.1% | 82.7%-21.5pp | 79.2%-18.1pp | 80.8%-19.7pp |
| Annual return | 18.54% | 57.39%-38.8pp | 52.09%-33.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,555 | $4,565-65.9% | $4,109-62.2% | $4,248-63.4% |
| Participant deferral / active EE | $4,092 | $6,134-33.3% | $5,467-25.2% | $6,531-37.3% |
| Admin fee / account holder | $11,385 | $18,825-39.5% | $16,047-29.1% | $14,480-21.4% |