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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 | $118,379 | $185,312-36.1% | $161,489-26.7% | $154,746-23.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 11.98% | 103.84%-91.9pp | 89.72%-77.7pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,656 | $4,769-44.3% | $4,268-37.8% | $4,379-39.4% |
| Participant deferral / active EE | $9,838 | $6,350+54.9% | $5,630+74.7% | $6,730+46.2% |
| Admin fee / account holder | $2,426 | $18,654-87.0% | $16,006-84.8% | $14,365-83.1% |