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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 | $97,119 | $154,228-37.0% | $145,433-33.2% | $137,256-29.2% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 15.16% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,305 | $4,804-52.0% | $4,554-49.4% | $4,156-44.5% |
| Participant deferral / active EE | $9,149 | $8,216+11.4% | $7,897+15.8% | $6,407+42.8% |
| Admin fee / account holder | $534 | $14,344-96.3% | $13,129-95.9% | $12,270-95.6% |