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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 | $227,291-40.7% | $214,702-37.3% | $155,188-13.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 17.10% | 60.08%-43.0pp | 54.55%-37.5pp | 148.84%-131.7pp |
| Employer contribution / active EE | $3,623 | $6,772-46.5% | $6,461-43.9% | $4,248-14.7% |
| Participant deferral / active EE | $13,733 | $9,582+43.3% | $9,147+50.1% | $6,531+110.3% |
| Admin fee / account holder | $2,744 | $20,413-86.6% | $19,830-86.2% | $14,480-81.0% |