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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 | $124,579 | $154,228-19.2% | $145,433-14.3% | $137,256-9.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 21.59% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $6,819 | $4,804+41.9% | $4,554+49.7% | $4,156+64.1% |
| Participant deferral / active EE | $7,750 | $8,216-5.7% | $7,897-1.9% | $6,407+21.0% |
| Admin fee / account holder | $1,096 | $14,344-92.4% | $13,129-91.7% | $12,270-91.1% |