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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 | $93,324 | $154,228-39.5% | $145,433-35.8% | $137,256-32.0% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 80.0%-15.3pp |
| Annual return | 17.20% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,964 | $4,804-38.3% | $4,554-34.9% | $4,156-28.7% |
| Participant deferral / active EE | $8,906 | $8,216+8.4% | $7,897+12.8% | $6,407+39.0% |
| Admin fee / account holder | $1,522 | $14,344-89.4% | $13,129-88.4% | $12,270-87.6% |