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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 | $156,398-40.3% | $147,318-36.7% | $138,895-32.8% |
| Participation rate | 64.7% | 83.8%-19.1pp | 82.1%-17.4pp | 79.9%-15.2pp |
| Annual return | 17.20% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,964 | $4,853-38.9% | $4,593-35.5% | $4,194-29.3% |
| Participant deferral / active EE | $8,906 | $8,237+8.1% | $7,906+12.6% | $6,396+39.2% |
| Admin fee / account holder | $1,522 | $14,976-89.8% | $13,708-88.9% | $12,562-87.9% |