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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 | $201,370-38.8% | $184,256-33.1% | $145,897-15.6% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 16.36% | 29.05%-12.7pp | 28.85%-12.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $5,964 | $7,024-15.1% | $6,427-7.2% | $4,663+27.9% |
| Participant deferral / active EE | $9,887 | $9,808+0.8% | $9,133+8.3% | $6,689+47.8% |
| Admin fee / account holder | $28,165 | $16,364+72.1% | $13,899+102.6% | $13,390+110.3% |