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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 | $56,883 | $174,379-67.4% | $152,093-62.6% | $138,895-59.0% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 23.24% | 74.86%-51.6pp | 66.36%-43.1pp | 145.39%-122.2pp |
| Employer contribution / active EE | $1,111 | $4,652-76.1% | $4,175-73.4% | $4,194-73.5% |
| Participant deferral / active EE | $8,196 | $6,159+33.1% | $5,451+50.4% | $6,396+28.1% |
| Admin fee / account holder | $1,891 | $16,880-88.8% | $14,497-87.0% | $12,562-84.9% |