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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 | $135,312 | $148,629-9.0% | $135,982-0.5% | $139,487-3.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.78% | 79.33%-60.6pp | 68.32%-49.5pp | 373.84%-355.1pp |
| Employer contribution / active EE | $7,298 | $5,247+39.1% | $4,859+50.2% | $4,755+53.5% |
| Participant deferral / active EE | $13,166 | $8,102+62.5% | $7,760+69.7% | $6,713+96.1% |
| Admin fee / account holder | $18,756 | $12,406+51.2% | $10,767+74.2% | $11,407+64.4% |