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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 | $174,379-58.7% | $152,093-52.7% | $138,895-48.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 20.75% | 74.86%-54.1pp | 66.36%-45.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,520 | $4,652-67.3% | $4,175-63.6% | $4,194-63.8% |
| Participant deferral / active EE | $7,135 | $6,159+15.8% | $5,451+30.9% | $6,396+11.6% |
| Admin fee / account holder | $570 | $16,880-96.6% | $14,497-96.1% | $12,562-95.5% |