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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 | $136,594 | $197,637-30.9% | $177,848-23.2% | $158,982-14.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 13.11% | 58.77%-45.7pp | 48.33%-35.2pp | 302.99%-289.9pp |
| Employer contribution / active EE | $7,064 | $6,698+5.5% | $5,919+19.4% | $4,763+48.3% |
| Participant deferral / active EE | $8,000 | $8,405-4.8% | $7,714+3.7% | $5,983+33.7% |
| Admin fee / account holder | $1,161 | $15,406-92.5% | $12,431-90.7% | $11,252-89.7% |