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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 | $111,645 | $185,312-39.8% | $161,489-30.9% | $154,746-27.9% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 11.99% | 103.84%-91.8pp | 89.72%-77.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,102 | $4,769-76.9% | $4,268-74.2% | $4,379-74.8% |
| Participant deferral / active EE | $8,464 | $6,350+33.3% | $5,630+50.3% | $6,730+25.8% |
| Admin fee / account holder | $20,347 | $18,654+9.1% | $16,006+27.1% | $14,365+41.6% |