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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 | $97,539 | $174,379-44.1% | $152,093-35.9% | $138,895-29.8% |
| Participation rate | 61.1% | 81.6%-20.5pp | 77.8%-16.7pp | 79.9%-18.8pp |
| Annual return | 15.34% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,533 | $4,652-67.0% | $4,175-63.3% | $4,194-63.4% |
| Participant deferral / active EE | $5,362 | $6,159-12.9% | $5,451-1.6% | $6,396-16.2% |
| Admin fee / account holder | $1,725 | $16,880-89.8% | $14,497-88.1% | $12,562-86.3% |