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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 | $181,062-35.4% | $158,223-26.1% | $155,188-24.6% |
| Participation rate | 45.5% | 82.7%-37.2pp | 79.2%-33.7pp | 80.8%-35.3pp |
| Annual return | 13.81% | 57.39%-43.6pp | 52.09%-38.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,668 | $4,565-63.5% | $4,109-59.4% | $4,248-60.7% |
| Participant deferral / active EE | $2,048 | $6,134-66.6% | $5,467-62.5% | $6,531-68.6% |
| Admin fee / account holder | $957 | $18,825-94.9% | $16,047-94.0% | $14,480-93.4% |