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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 | $125,127 | $115,225+8.6% | $100,712+24.2% | $138,895-9.9% |
| Participation rate | 69.2% | 74.3%-5.1pp | 69.3%0pp | 79.9%-10.7pp |
| Annual return | 14.46% | 40.35%-25.9pp | 33.27%-18.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,626 | $2,771-41.3% | $2,313-29.7% | $4,194-61.2% |
| Participant deferral / active EE | $6,126 | $4,699+30.4% | $4,085+49.9% | $6,396-4.2% |
| Admin fee / account holder | $575 | $10,844-94.7% | $9,256-93.8% | $12,562-95.4% |