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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 | $124,466 | $185,312-32.8% | $161,489-22.9% | $154,746-19.6% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 20.20% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,868 | $4,769-60.8% | $4,268-56.2% | $4,379-57.3% |
| Participant deferral / active EE | $3,660 | $6,350-42.4% | $5,630-35.0% | $6,730-45.6% |
| Admin fee / account holder | $499 | $18,654-97.3% | $16,006-96.9% | $14,365-96.5% |