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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 | $140,568 | $181,062-22.4% | $158,223-11.2% | $155,188-9.4% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 13.40% | 57.39%-44.0pp | 52.09%-38.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,270 | $4,565-72.2% | $4,109-69.1% | $4,248-70.1% |
| Participant deferral / active EE | $5,750 | $6,134-6.3% | $5,467+5.2% | $6,531-12.0% |
| Admin fee / account holder | $1,599 | $18,825-91.5% | $16,047-90.0% | $14,480-89.0% |