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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 | $86,854 | $185,312-53.1% | $161,489-46.2% | $154,746-43.9% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 20.75% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,470 | $4,769-48.2% | $4,268-42.1% | $4,379-43.6% |
| Participant deferral / active EE | $6,867 | $6,350+8.1% | $5,630+22.0% | $6,730+2.0% |
| Admin fee / account holder | $302 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |