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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 | $108,762 | $172,111-36.8% | $150,298-27.6% | $137,256-20.8% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 12.40% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,724 | $4,636-62.8% | $4,154-58.5% | $4,156-58.5% |
| Participant deferral / active EE | $6,710 | $6,166+8.8% | $5,453+23.1% | $6,407+4.7% |
| Admin fee / account holder | $530 | $16,471-96.8% | $14,116-96.2% | $12,270-95.7% |