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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 | $196,972-32.3% | $182,262-26.9% | $198,609-32.9% |
| Participation rate | 68.8% | 85.7%-16.9pp | 84.2%-15.5pp | 82.4%-13.6pp |
| Annual return | 15.89% | 158.27%-142.4pp | 140.60%-124.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $2,566 | $5,364-52.2% | $5,046-49.1% | $5,055-49.2% |
| Participant deferral / active EE | $10,974 | $8,643+27.0% | $8,276+32.6% | $6,977+57.3% |
| Admin fee / account holder | $1,381 | $18,429-92.5% | $16,712-91.7% | $19,030-92.7% |