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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 | $73,144 | $154,228-52.6% | $145,433-49.7% | $137,256-46.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 19.67% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,680 | $4,804-65.0% | $4,554-63.1% | $4,156-59.6% |
| Participant deferral / active EE | $6,734 | $8,216-18.0% | $7,897-14.7% | $6,407+5.1% |
| Admin fee / account holder | $1,514 | $14,344-89.4% | $13,129-88.5% | $12,270-87.7% |