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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 | $174,379-21.7% | $152,093-10.2% | $138,895-1.7% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 11.89% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,023 | $4,652-78.0% | $4,175-75.5% | $4,194-75.6% |
| Participant deferral / active EE | $4,213 | $6,159-31.6% | $5,451-22.7% | $6,396-34.1% |
| Admin fee / account holder | $4,453 | $16,880-73.6% | $14,497-69.3% | $12,562-64.5% |