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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 | $98,430 | $154,228-36.2% | $145,433-32.3% | $137,256-28.3% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 15.09% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $4,740 | $4,804-1.3% | $4,554+4.1% | $4,156+14.1% |
| Participant deferral / active EE | $10,906 | $8,216+32.7% | $7,897+38.1% | $6,407+70.2% |
| Admin fee / account holder | $37,384 | $14,344+160.6% | $13,129+184.7% | $12,270+204.7% |