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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 | $140,764 | $185,312-24.0% | $161,489-12.8% | $154,746-9.0% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 20.94% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $2,018 | $4,769-57.7% | $4,268-52.7% | $4,379-53.9% |
| Participant deferral / active EE | $6,155 | $6,350-3.1% | $5,630+9.3% | $6,730-8.6% |
| Admin fee / account holder | $364 | $18,654-98.0% | $16,006-97.7% | $14,365-97.5% |