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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 | $154,228-13.6% | $145,433-8.4% | $137,256-2.9% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 15.89% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,566 | $4,804-46.6% | $4,554-43.7% | $4,156-38.3% |
| Participant deferral / active EE | $10,974 | $8,216+33.6% | $7,897+39.0% | $6,407+71.3% |
| Admin fee / account holder | $1,381 | $14,344-90.4% | $13,129-89.5% | $12,270-88.7% |