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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 | $105,153 | $211,105-50.2% | $178,449-41.1% | $145,978-28.0% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 18.69% | 30.19%-11.5pp | 27.09%-8.4pp | 550.52%-531.8pp |
| Employer contribution / active EE | $2,497 | $4,569-45.3% | $3,951-36.8% | $4,662-46.4% |
| Participant deferral / active EE | $3,908 | $6,959-43.8% | $6,277-37.7% | $6,690-41.6% |
| Admin fee / account holder | $1,342 | $12,017-88.8% | $10,362-87.0% | $13,400-90.0% |