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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 | $130,215 | $184,014-29.2% | $161,149-19.2% | $138,895-6.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.8%-16.3pp | 79.9%-17.4pp |
| Annual return | 16.38% | 21.52%-5.1pp | 21.16%-4.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,796 | $5,055-44.7% | $4,360-35.9% | $4,194-33.3% |
| Participant deferral / active EE | $6,247 | $6,909-9.6% | $6,153+1.5% | $6,396-2.3% |
| Admin fee / account holder | $1,798 | $18,027-90.0% | $15,194-88.2% | $12,562-85.7% |