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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 | $92,945 | $154,228-39.7% | $145,433-36.1% | $137,256-32.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 13.95% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,100 | $4,804-56.3% | $4,554-53.9% | $4,156-49.5% |
| Participant deferral / active EE | $2,859 | $8,216-65.2% | $7,897-63.8% | $6,407-55.4% |
| Admin fee / account holder | $22,334 | $14,344+55.7% | $13,129+70.1% | $12,270+82.0% |