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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 | $181,062-52.0% | $158,223-45.1% | $155,188-44.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 20.75% | 57.39%-36.6pp | 52.09%-31.3pp | 148.84%-128.1pp |
| Employer contribution / active EE | $2,470 | $4,565-45.9% | $4,109-39.9% | $4,248-41.8% |
| Participant deferral / active EE | $6,867 | $6,134+11.9% | $5,467+25.6% | $6,531+5.1% |
| Admin fee / account holder | $302 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |