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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 | $75,464 | $172,111-56.2% | $150,298-49.8% | $137,256-45.0% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 21.44% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,415 | $4,636-26.3% | $4,154-17.8% | $4,156-17.8% |
| Participant deferral / active EE | $7,407 | $6,166+20.1% | $5,453+35.8% | $6,407+15.6% |
| Admin fee / account holder | $3,745 | $16,471-77.3% | $14,116-73.5% | $12,270-69.5% |