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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 | $111,885 | $129,737-13.8% | $119,126-6.1% | $154,746-27.7% |
| Participation rate | 41.7% | 78.9%-37.2pp | 75.8%-34.1pp | 80.7%-39.0pp |
| Annual return | 15.92% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,392 | $4,375-68.2% | $4,034-65.5% | $4,379-68.2% |
| Participant deferral / active EE | $5,957 | $5,842+2.0% | $5,318+12.0% | $6,730-11.5% |
| Admin fee / account holder | $1,019 | $11,961-91.5% | $10,693-90.5% | $14,365-92.9% |