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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 | $155,555-19.9% | $146,866-15.2% | $155,188-19.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 21.59% | 115.41%-93.8pp | 102.85%-81.3pp | 148.84%-127.2pp |
| Employer contribution / active EE | $6,819 | $4,647+46.7% | $4,425+54.1% | $4,248+60.5% |
| Participant deferral / active EE | $7,750 | $8,044-3.7% | $7,759-0.1% | $6,531+18.7% |
| Admin fee / account holder | $1,096 | $14,755-92.6% | $13,620-92.0% | $14,480-92.4% |