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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 | $126,435 | $154,228-18.0% | $145,433-13.1% | $137,256-7.9% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 16.79% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,260 | $4,804-11.3% | $4,554-6.5% | $4,156+2.5% |
| Participant deferral / active EE | $10,084 | $8,216+22.7% | $7,897+27.7% | $6,407+57.4% |
| Admin fee / account holder | $8,161 | $14,344-43.1% | $13,129-37.8% | $12,270-33.5% |