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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 | $136,572 | $181,062-24.6% | $158,223-13.7% | $155,188-12.0% |
| Participation rate | 54.5% | 82.7%-28.1pp | 79.2%-24.7pp | 80.8%-26.3pp |
| Annual return | 11.89% | 57.39%-45.5pp | 52.09%-40.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $1,023 | $4,565-77.6% | $4,109-75.1% | $4,248-75.9% |
| Participant deferral / active EE | $4,213 | $6,134-31.3% | $5,467-22.9% | $6,531-35.5% |
| Admin fee / account holder | $4,453 | $18,825-76.3% | $16,047-72.2% | $14,480-69.2% |