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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 | $100,174 | $185,312-45.9% | $161,489-38.0% | $154,746-35.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 16.12% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,889 | $4,769-60.4% | $4,268-55.7% | $4,379-56.9% |
| Participant deferral / active EE | $6,295 | $6,350-0.9% | $5,630+11.8% | $6,730-6.5% |
| Admin fee / account holder | $2,426 | $18,654-87.0% | $16,006-84.8% | $14,365-83.1% |