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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 | $120,624 | $172,111-29.9% | $150,298-19.7% | $137,256-12.1% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 24.29% | 69.37%-45.1pp | 62.79%-38.5pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,353 | $4,636-49.2% | $4,154-43.4% | $4,156-43.4% |
| Participant deferral / active EE | $6,968 | $6,166+13.0% | $5,453+27.8% | $6,407+8.8% |
| Admin fee / account holder | $2,339 | $16,471-85.8% | $14,116-83.4% | $12,270-80.9% |