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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 | $77,959 | $124,425-37.3% | $112,040-30.4% | $137,256-43.2% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 23.99% | 24.72%-0.7pp | 24.52%-0.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $6,696 | $3,411+96.3% | $2,954+126.7% | $4,156+61.1% |
| Participant deferral / active EE | $9,305 | $5,718+62.7% | $5,098+82.5% | $6,407+45.2% |
| Admin fee / account holder | $6,767 | $15,207-55.5% | $12,098-44.1% | $12,270-44.8% |