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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 | $156,398-14.8% | $147,318-9.5% | $138,895-4.0% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.3pp | 79.9%-11.2pp |
| Annual return | 15.89% | 78.75%-62.9pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,566 | $4,853-47.1% | $4,593-44.1% | $4,194-38.8% |
| Participant deferral / active EE | $10,974 | $8,237+33.2% | $7,906+38.8% | $6,396+71.6% |
| Admin fee / account holder | $1,381 | $14,976-90.8% | $13,708-89.9% | $12,562-89.0% |