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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 | $162,136-39.3% | $152,301-35.4% | $154,746-36.4% |
| Participation rate | 58.3% | 84.1%-25.8pp | 82.4%-24.1pp | 80.7%-22.4pp |
| Annual return | 15.09% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $4,740 | $4,890-3.1% | $4,624+2.5% | $4,379+8.2% |
| Participant deferral / active EE | $10,906 | $8,341+30.8% | $8,004+36.3% | $6,730+62.0% |
| Admin fee / account holder | $37,384 | $15,759+137.2% | $14,398+159.7% | $14,365+160.2% |