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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 | $133,277 | $162,136-17.8% | $152,301-12.5% | $154,746-13.9% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 15.89% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,566 | $4,890-47.5% | $4,624-44.5% | $4,379-41.4% |
| Participant deferral / active EE | $10,974 | $8,341+31.6% | $8,004+37.1% | $6,730+63.0% |
| Admin fee / account holder | $1,381 | $15,759-91.2% | $14,398-90.4% | $14,365-90.4% |