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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 | $181,062-22.3% | $158,223-11.0% | $155,188-9.3% |
| Participation rate | 28.6% | 82.7%-54.1pp | 79.2%-50.6pp | 80.8%-52.2pp |
| Annual return | 20.94% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.9pp |
| Employer contribution / active EE | $2,018 | $4,565-55.8% | $4,109-50.9% | $4,248-52.5% |
| Participant deferral / active EE | $6,155 | $6,134+0.3% | $5,467+12.6% | $6,531-5.8% |
| Admin fee / account holder | $364 | $18,825-98.1% | $16,047-97.7% | $14,480-97.5% |