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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 | $114,149 | $127,387-10.4% | $115,038-0.8% | $125,389-9.0% |
| Participation rate | 68.2% | 84.2%-16.0pp | 81.4%-13.2pp | 83.2%-15.0pp |
| Annual return | 0.23% | 31.28%-31.0pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,975 | $5,166-42.4% | $4,608-35.4% | $4,866-38.9% |
| Participant deferral / active EE | $7,803 | $6,423+21.5% | $6,026+29.5% | $5,352+45.8% |
| Admin fee / account holder | $12,331 | $9,516+29.6% | $8,175+50.8% | $9,541+29.2% |