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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 | $106,941 | $154,228-30.7% | $145,433-26.5% | $137,256-22.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.87% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,560 | $4,804-67.5% | $4,554-65.7% | $4,156-62.5% |
| Participant deferral / active EE | $8,331 | $8,216+1.4% | $7,897+5.5% | $6,407+30.0% |
| Admin fee / account holder | $432 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |