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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 | $39,320 | $154,228-74.5% | $145,433-73.0% | $137,256-71.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 16.06% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,697 | $4,804-64.7% | $4,554-62.7% | $4,156-59.2% |
| Participant deferral / active EE | $8,700 | $8,216+5.9% | $7,897+10.2% | $6,407+35.8% |
| Admin fee / account holder | $1,751 | $14,344-87.8% | $13,129-86.7% | $12,270-85.7% |