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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 | $68,695 | $156,398-56.1% | $147,318-53.4% | $138,895-50.5% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 14.16% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,183 | $4,853-55.0% | $4,593-52.5% | $4,194-48.0% |
| Participant deferral / active EE | $4,603 | $8,237-44.1% | $7,906-41.8% | $6,396-28.0% |
| Admin fee / account holder | $15,167 | $14,976+1.3% | $13,708+10.6% | $12,562+20.7% |