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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 | $147,986 | $228,395-35.2% | $185,861-20.4% | $158,982-6.9% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 15.16% | 40.82%-25.7pp | 35.96%-20.8pp | 302.99%-287.8pp |
| Employer contribution / active EE | $1,509 | $4,968-69.6% | $4,088-63.1% | $4,763-68.3% |
| Participant deferral / active EE | $2,595 | $6,417-59.6% | $5,634-53.9% | $5,983-56.6% |
| Admin fee / account holder | $5,055 | $11,869-57.4% | $9,503-46.8% | $11,252-55.1% |