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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 | $91,757 | $185,312-50.5% | $161,489-43.2% | $154,746-40.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 13.63% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $5,518 | $4,769+15.7% | $4,268+29.3% | $4,379+26.0% |
| Participant deferral / active EE | $16,438 | $6,350+158.9% | $5,630+192.0% | $6,730+144.2% |
| Admin fee / account holder | $45,300 | $18,654+142.8% | $16,006+183.0% | $14,365+215.3% |