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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 | $132,669 | $185,312-28.4% | $161,489-17.8% | $154,746-14.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 13.58% | 103.84%-90.3pp | 89.72%-76.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,927 | $4,769-38.6% | $4,268-31.4% | $4,379-33.2% |
| Participant deferral / active EE | $6,970 | $6,350+9.8% | $5,630+23.8% | $6,730+3.6% |
| Admin fee / account holder | $2,974 | $18,654-84.1% | $16,006-81.4% | $14,365-79.3% |