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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 | $62,625 | $154,228-59.4% | $145,433-56.9% | $137,256-54.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 14.92% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,172 | $4,804-54.8% | $4,554-52.3% | $4,156-47.7% |
| Participant deferral / active EE | $6,841 | $8,216-16.7% | $7,897-13.4% | $6,407+6.8% |
| Admin fee / account holder | $1,524 | $14,344-89.4% | $13,129-88.4% | $12,270-87.6% |