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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 | $72,180 | $181,062-60.1% | $158,223-54.4% | $155,188-53.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 13.34% | 57.39%-44.0pp | 52.09%-38.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $2,164 | $4,565-52.6% | $4,109-47.3% | $4,248-49.1% |
| Participant deferral / active EE | $4,926 | $6,134-19.7% | $5,467-9.9% | $6,531-24.6% |
| Admin fee / account holder | $21,723 | $18,825+15.4% | $16,047+35.4% | $14,480+50.0% |