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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 | $31,532 | $162,136-80.6% | $152,301-79.3% | $154,746-79.6% |
| Participation rate | 58.8% | 84.1%-25.3pp | 82.4%-23.6pp | 80.7%-21.9pp |
| Annual return | 23.41% | 91.02%-67.6pp | 80.50%-57.1pp | 172.34%-148.9pp |
| Employer contribution / active EE | $2,917 | $4,890-40.4% | $4,624-36.9% | $4,379-33.4% |
| Participant deferral / active EE | $5,773 | $8,341-30.8% | $8,004-27.9% | $6,730-14.2% |
| Admin fee / account holder | $3,148 | $15,759-80.0% | $14,398-78.1% | $14,365-78.1% |