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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 | $156,398-53.6% | $147,318-50.7% | $138,895-47.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.48% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,855 | $4,853-41.2% | $4,593-37.8% | $4,194-31.9% |
| Participant deferral / active EE | $6,039 | $8,237-26.7% | $7,906-23.6% | $6,396-5.6% |
| Admin fee / account holder | $1,670 | $14,976-88.8% | $13,708-87.8% | $12,562-86.7% |