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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 | $72,624 | $174,379-58.4% | $152,093-52.3% | $138,895-47.7% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 24.54% | 74.86%-50.3pp | 66.36%-41.8pp | 145.39%-120.9pp |
| Employer contribution / active EE | $1,013 | $4,652-78.2% | $4,175-75.7% | $4,194-75.8% |
| Participant deferral / active EE | $5,494 | $6,159-10.8% | $5,451+0.8% | $6,396-14.1% |
| Admin fee / account holder | $592 | $16,880-96.5% | $14,497-95.9% | $12,562-95.3% |