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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 | $116,943 | $135,956-14.0% | $123,894-5.6% | $273,972-57.3% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 9.80% | 56.63%-46.8pp | 47.52%-37.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,331 | $5,170-74.3% | $4,617-71.2% | $4,869-72.7% |
| Participant deferral / active EE | $2,305 | $6,343-63.7% | $5,984-61.5% | $5,287-56.4% |
| Admin fee / account holder | $13,176 | $9,817+34.2% | $8,357+57.7% | $10,133+30.0% |