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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 | $156,398-37.9% | $147,318-34.1% | $138,895-30.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 15.16% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,305 | $4,853-52.5% | $4,593-49.8% | $4,194-45.0% |
| Participant deferral / active EE | $9,149 | $8,237+11.1% | $7,906+15.7% | $6,396+43.0% |
| Admin fee / account holder | $534 | $14,976-96.4% | $13,708-96.1% | $12,562-95.7% |