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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 | $124,613 | $154,228-19.2% | $145,433-14.3% | $137,256-9.2% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 32.67% | 74.59%-41.9pp | 66.58%-33.9pp | 220.34%-187.7pp |
| Employer contribution / active EE | $3,947 | $4,804-17.8% | $4,554-13.3% | $4,156-5.0% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $22,749 | $14,344+58.6% | $13,129+73.3% | $12,270+85.4% |