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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 | $174,379-32.9% | $152,093-23.1% | $138,895-15.8% |
| Participation rate | 45.5% | 81.6%-36.2pp | 77.8%-32.3pp | 79.9%-34.5pp |
| Annual return | 13.81% | 74.86%-61.0pp | 66.36%-52.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,668 | $4,652-64.1% | $4,175-60.0% | $4,194-60.2% |
| Participant deferral / active EE | $2,048 | $6,159-66.7% | $5,451-62.4% | $6,396-68.0% |
| Admin fee / account holder | $957 | $16,880-94.3% | $14,497-93.4% | $12,562-92.4% |