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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 | $135,926 | $183,627-26.0% | $155,602-12.6% | $145,978-6.9% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 9.41% | 61.32%-51.9pp | 64.81%-55.4pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,438 | $5,316-73.0% | $4,675-69.2% | $4,662-69.2% |
| Participant deferral / active EE | $3,364 | $6,466-48.0% | $5,629-40.2% | $6,690-49.7% |
| Admin fee / account holder | $13,757 | $19,327-28.8% | $15,923-13.6% | $13,400+2.7% |