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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 | $77,664 | $178,174-56.4% | $156,181-50.3% | $137,256-43.4% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.8%-32.7pp | 80.0%-33.8pp |
| Annual return | 17.17% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,724 | $4,972-65.3% | $4,294-59.8% | $4,156-58.5% |
| Participant deferral / active EE | $2,174 | $6,888-68.4% | $6,132-64.6% | $6,407-66.1% |
| Admin fee / account holder | $3,284 | $17,404-81.1% | $14,586-77.5% | $12,270-73.2% |