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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 | $155,555-36.7% | $146,866-33.0% | $155,188-36.6% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.5%-24.2pp | 80.8%-22.5pp |
| Annual return | 15.09% | 115.41%-100.3pp | 102.85%-87.8pp | 148.84%-133.7pp |
| Employer contribution / active EE | $4,740 | $4,647+2.0% | $4,425+7.1% | $4,248+11.6% |
| Participant deferral / active EE | $10,906 | $8,044+35.6% | $7,759+40.6% | $6,531+67.0% |
| Admin fee / account holder | $37,384 | $14,755+153.4% | $13,620+174.5% | $14,480+158.2% |