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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 | $68,648 | $154,228-55.5% | $145,433-52.8% | $137,256-50.0% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 33.70% | 74.59%-40.9pp | 66.58%-32.9pp | 220.34%-186.6pp |
| Employer contribution / active EE | $1,745 | $4,804-63.7% | $4,554-61.7% | $4,156-58.0% |
| Participant deferral / active EE | $3,696 | $8,216-55.0% | $7,897-53.2% | $6,407-42.3% |
| Admin fee / account holder | $3,008 | $14,344-79.0% | $13,129-77.1% | $12,270-75.5% |