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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 | $134,711 | $223,823-39.8% | $211,142-36.2% | $154,746-12.9% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 17.10% | 50.39%-33.3pp | 46.84%-29.7pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,623 | $6,787-46.6% | $6,442-43.8% | $4,379-17.3% |
| Participant deferral / active EE | $13,733 | $9,750+40.8% | $9,284+47.9% | $6,730+104.1% |
| Admin fee / account holder | $2,744 | $19,707-86.1% | $19,076-85.6% | $14,365-80.9% |