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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 | $116,947 | $172,111-32.1% | $150,298-22.2% | $137,256-14.8% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 13.81% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,668 | $4,636-64.0% | $4,154-59.9% | $4,156-59.9% |
| Participant deferral / active EE | $2,048 | $6,166-66.8% | $5,453-62.4% | $6,407-68.0% |
| Admin fee / account holder | $957 | $16,471-94.2% | $14,116-93.2% | $12,270-92.2% |