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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 | $156,398-56.1% | $147,318-53.4% | $138,895-50.6% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.3pp | 79.9%-11.2pp |
| Annual return | 33.70% | 78.75%-45.0pp | 70.43%-36.7pp | 145.39%-111.7pp |
| Employer contribution / active EE | $1,745 | $4,853-64.0% | $4,593-62.0% | $4,194-58.4% |
| Participant deferral / active EE | $3,696 | $8,237-55.1% | $7,906-53.3% | $6,396-42.2% |
| Admin fee / account holder | $3,008 | $14,976-79.9% | $13,708-78.1% | $12,562-76.1% |