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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 | $95,476 | $156,398-39.0% | $147,318-35.2% | $138,895-31.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 16.05% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,590 | $4,853-46.6% | $4,593-43.6% | $4,194-38.3% |
| Participant deferral / active EE | $7,452 | $8,237-9.5% | $7,906-5.7% | $6,396+16.5% |
| Admin fee / account holder | $558 | $14,976-96.3% | $13,708-95.9% | $12,562-95.6% |