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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 | $156,398-19.2% | $147,318-14.2% | $138,895-9.0% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.3pp | 79.9%-11.2pp |
| Annual return | 16.79% | 78.75%-62.0pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $4,260 | $4,853-12.2% | $4,593-7.2% | $4,194+1.6% |
| Participant deferral / active EE | $10,084 | $8,237+22.4% | $7,906+27.5% | $6,396+57.7% |
| Admin fee / account holder | $8,161 | $14,976-45.5% | $13,708-40.5% | $12,562-35.0% |