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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 | $100,167 | $155,555-35.6% | $146,866-31.8% | $155,188-35.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 14.49% | 115.41%-100.9pp | 102.85%-88.4pp | 148.84%-134.3pp |
| Employer contribution / active EE | $2,913 | $4,647-37.3% | $4,425-34.2% | $4,248-31.4% |
| Participant deferral / active EE | $7,147 | $8,044-11.2% | $7,759-7.9% | $6,531+9.4% |
| Admin fee / account holder | $2,517 | $14,755-82.9% | $13,620-81.5% | $14,480-82.6% |