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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 | $113,246 | $185,312-38.9% | $161,489-29.9% | $154,746-26.8% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 16.41% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,500 | $4,769-68.5% | $4,268-64.8% | $4,379-65.7% |
| Participant deferral / active EE | $4,713 | $6,350-25.8% | $5,630-16.3% | $6,730-30.0% |
| Admin fee / account holder | $1,024 | $18,654-94.5% | $16,006-93.6% | $14,365-92.9% |