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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 | $185,312-59.3% | $161,489-53.3% | $154,746-51.2% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 21.44% | 103.84%-82.4pp | 89.72%-68.3pp | 172.34%-150.9pp |
| Employer contribution / active EE | $3,415 | $4,769-28.4% | $4,268-20.0% | $4,379-22.0% |
| Participant deferral / active EE | $7,407 | $6,350+16.7% | $5,630+31.6% | $6,730+10.1% |
| Admin fee / account holder | $3,745 | $18,654-79.9% | $16,006-76.6% | $14,365-73.9% |