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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 | $106,445 | $154,228-31.0% | $145,433-26.8% | $137,256-22.4% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 12.49% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,896 | $4,804-60.5% | $4,554-58.4% | $4,156-54.4% |
| Participant deferral / active EE | $6,960 | $8,216-15.3% | $7,897-11.9% | $6,407+8.6% |
| Admin fee / account holder | $28,764 | $14,344+100.5% | $13,129+119.1% | $12,270+134.4% |