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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 | $162,136-42.7% | $152,301-39.0% | $154,746-39.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 13.95% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,100 | $4,890-57.1% | $4,624-54.6% | $4,379-52.0% |
| Participant deferral / active EE | $2,859 | $8,341-65.7% | $8,004-64.3% | $6,730-57.5% |
| Admin fee / account holder | $22,334 | $15,759+41.7% | $14,398+55.1% | $14,365+55.5% |