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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 | $95,194 | $185,312-48.6% | $161,489-41.1% | $154,746-38.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 16.01% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,554 | $4,769-67.4% | $4,268-63.6% | $4,379-64.5% |
| Participant deferral / active EE | $6,512 | $6,350+2.5% | $5,630+15.7% | $6,730-3.3% |
| Admin fee / account holder | $3,192 | $18,654-82.9% | $16,006-80.1% | $14,365-77.8% |