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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 | $185,312-61.2% | $161,489-55.4% | $154,746-53.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 20.75% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,520 | $4,769-68.1% | $4,268-64.4% | $4,379-65.3% |
| Participant deferral / active EE | $7,135 | $6,350+12.4% | $5,630+26.7% | $6,730+6.0% |
| Admin fee / account holder | $570 | $18,654-96.9% | $16,006-96.4% | $14,365-96.0% |