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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 | $85,194 | $156,398-45.5% | $147,318-42.2% | $138,895-38.7% |
| Participation rate | 61.1% | 83.8%-22.6pp | 82.1%-21.0pp | 79.9%-18.8pp |
| Annual return | 16.12% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,834 | $4,853-62.2% | $4,593-60.1% | $4,194-56.3% |
| Participant deferral / active EE | $4,631 | $8,237-43.8% | $7,906-41.4% | $6,396-27.6% |
| Admin fee / account holder | $3,048 | $14,976-79.6% | $13,708-77.8% | $12,562-75.7% |