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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 | $74,710 | $172,111-56.6% | $150,298-50.3% | $137,256-45.6% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 21.70% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,232 | $4,636-51.9% | $4,154-46.3% | $4,156-46.3% |
| Participant deferral / active EE | $8,428 | $6,166+36.7% | $5,453+54.6% | $6,407+31.5% |
| Admin fee / account holder | $2,796 | $16,471-83.0% | $14,116-80.2% | $12,270-77.2% |