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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 | $185,312-59.7% | $161,489-53.7% | $154,746-51.7% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 21.70% | 103.84%-82.1pp | 89.72%-68.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $2,232 | $4,769-53.2% | $4,268-47.7% | $4,379-49.0% |
| Participant deferral / active EE | $8,428 | $6,350+32.7% | $5,630+49.7% | $6,730+25.2% |
| Admin fee / account holder | $2,796 | $18,654-85.0% | $16,006-82.5% | $14,365-80.5% |