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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 | $71,974 | $181,062-60.2% | $158,223-54.5% | $155,188-53.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 20.75% | 57.39%-36.6pp | 52.09%-31.3pp | 148.84%-128.1pp |
| Employer contribution / active EE | $1,520 | $4,565-66.7% | $4,109-63.0% | $4,248-64.2% |
| Participant deferral / active EE | $7,135 | $6,134+16.3% | $5,467+30.5% | $6,531+9.2% |
| Admin fee / account holder | $570 | $18,825-97.0% | $16,047-96.5% | $14,480-96.1% |