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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 | $128,074 | $155,555-17.7% | $146,866-12.8% | $155,188-17.5% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 10.82% | 115.41%-104.6pp | 102.85%-92.0pp | 148.84%-138.0pp |
| Employer contribution / active EE | $1,354 | $4,647-70.9% | $4,425-69.4% | $4,248-68.1% |
| Participant deferral / active EE | $4,327 | $8,044-46.2% | $7,759-44.2% | $6,531-33.8% |
| Admin fee / account holder | $1,768 | $14,755-88.0% | $13,620-87.0% | $14,480-87.8% |