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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 | $114,118 | $178,174-36.0% | $156,181-26.9% | $137,256-16.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 18.08% | 84.19%-66.1pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $8,348 | $4,972+67.9% | $4,294+94.4% | $4,156+100.9% |
| Participant deferral / active EE | $13,102 | $6,888+90.2% | $6,132+113.7% | $6,407+104.5% |
| Admin fee / account holder | $7,517 | $17,404-56.8% | $14,586-48.5% | $12,270-38.7% |