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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 | $184,014-44.8% | $161,149-37.0% | $138,895-26.9% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.8%-15.2pp | 79.9%-16.3pp |
| Annual return | 16.85% | 21.52%-4.7pp | 21.16%-4.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $5,043 | $5,055-0.2% | $4,360+15.7% | $4,194+20.2% |
| Participant deferral / active EE | $8,506 | $6,909+23.1% | $6,153+38.2% | $6,396+33.0% |
| Admin fee / account holder | $345 | $18,027-98.1% | $15,194-97.7% | $12,562-97.3% |