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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 | $123,208 | $201,259-38.8% | $184,200-33.1% | $145,959-15.6% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 16.36% | 28.98%-12.6pp | 28.80%-12.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $5,964 | $7,018-15.0% | $6,424-7.2% | $4,661+28.0% |
| Participant deferral / active EE | $9,887 | $9,806+0.8% | $9,132+8.3% | $6,689+47.8% |
| Admin fee / account holder | $28,165 | $16,372+72.0% | $13,907+102.5% | $13,398+110.2% |