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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 | $178,174-43.0% | $156,181-35.0% | $137,256-26.1% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 16.85% | 84.19%-67.3pp | 64.87%-48.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $5,043 | $4,972+1.4% | $4,294+17.4% | $4,156+21.3% |
| Participant deferral / active EE | $8,506 | $6,888+23.5% | $6,132+38.7% | $6,407+32.8% |
| Admin fee / account holder | $345 | $17,404-98.0% | $14,586-97.6% | $12,270-97.2% |