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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 | $101,487 | $199,109-49.0% | $173,730-41.6% | $154,746-34.4% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | 16.85% | 20.02%-3.2pp | 19.96%-3.1pp | 172.34%-155.5pp |
| Employer contribution / active EE | $5,043 | $5,311-5.1% | $4,577+10.2% | $4,379+15.2% |
| Participant deferral / active EE | $8,506 | $7,113+19.6% | $6,326+34.4% | $6,730+26.4% |
| Admin fee / account holder | $345 | $20,916-98.3% | $17,523-98.0% | $14,365-97.6% |