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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 | $76,777 | $110,410-30.5% | $102,437-25.0% | $145,897-47.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.27% | 24.85%-11.6pp | 24.95%-11.7pp | 552.29%-539.0pp |
| Employer contribution / active EE | $5,515 | $4,217+30.8% | $3,871+42.5% | $4,663+18.3% |
| Participant deferral / active EE | $6,089 | $5,622+8.3% | $5,060+20.3% | $6,689-9.0% |
| Admin fee / account holder | $10,639 | $9,745+9.2% | $8,388+26.8% | $13,390-20.5% |