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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 | $106,578 | $172,111-38.1% | $150,298-29.1% | $137,256-22.4% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 14.98% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $6,356 | $4,636+37.1% | $4,154+53.0% | $4,156+52.9% |
| Participant deferral / active EE | $7,063 | $6,166+14.5% | $5,453+29.5% | $6,407+10.2% |
| Admin fee / account holder | $6,878 | $16,471-58.2% | $14,116-51.3% | $12,270-43.9% |