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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 | $100,650 | $181,896-44.7% | $156,551-35.7% | $273,972-63.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 7.72% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $8,715 | $6,248+39.5% | $5,501+58.4% | $4,869+79.0% |
| Participant deferral / active EE | $7,569 | $5,550+36.4% | $4,871+55.4% | $5,287+43.1% |
| Admin fee / account holder | $2,145 | $15,560-86.2% | $13,028-83.5% | $10,133-78.8% |