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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 | $155,555-53.0% | $146,866-50.2% | $155,188-52.9% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 19.67% | 115.41%-95.7pp | 102.85%-83.2pp | 148.84%-129.2pp |
| Employer contribution / active EE | $1,680 | $4,647-63.8% | $4,425-62.0% | $4,248-60.4% |
| Participant deferral / active EE | $6,734 | $8,044-16.3% | $7,759-13.2% | $6,531+3.1% |
| Admin fee / account holder | $1,514 | $14,755-89.7% | $13,620-88.9% | $14,480-89.5% |