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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 | $107,279 | $185,312-42.1% | $161,489-33.6% | $154,746-30.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 12.45% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,394 | $4,769-70.8% | $4,268-67.3% | $4,379-68.2% |
| Participant deferral / active EE | $2,568 | $6,350-59.6% | $5,630-54.4% | $6,730-61.8% |
| Admin fee / account holder | $1,440 | $18,654-92.3% | $16,006-91.0% | $14,365-90.0% |