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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 | $72,573 | $162,136-55.2% | $152,301-52.3% | $154,746-53.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.48% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,855 | $4,890-41.6% | $4,624-38.3% | $4,379-34.8% |
| Participant deferral / active EE | $6,039 | $8,341-27.6% | $8,004-24.5% | $6,730-10.3% |
| Admin fee / account holder | $1,670 | $15,759-89.4% | $14,398-88.4% | $14,365-88.4% |