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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 | $155,545 | $114,013+36.4% | $103,693+50.0% | $155,188+0.2% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 80.8%-43.3pp |
| Annual return | 14.33% | 49.31%-35.0pp | 47.61%-33.3pp | 148.84%-134.5pp |
| Employer contribution / active EE | $724 | $3,131-76.9% | $2,920-75.2% | $4,248-82.9% |
| Participant deferral / active EE | $1,106 | $4,970-77.7% | $4,579-75.9% | $6,531-83.1% |
| Admin fee / account holder | $3,360 | $8,407-60.0% | $7,858-57.2% | $14,480-76.8% |