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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 | $25,798 | $178,174-85.5% | $156,181-83.5% | $137,256-81.2% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.8%-13.8pp | 80.0%-15.0pp |
| Annual return | 17.07% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,201 | $4,972-35.6% | $4,294-25.5% | $4,156-23.0% |
| Participant deferral / active EE | $5,891 | $6,888-14.5% | $6,132-3.9% | $6,407-8.0% |
| Admin fee / account holder | $1,383 | $17,404-92.1% | $14,586-90.5% | $12,270-88.7% |