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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 | $93,120 | $156,398-40.5% | $147,318-36.8% | $138,895-33.0% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 18.03% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $10,284 | $4,853+111.9% | $4,593+123.9% | $4,194+145.2% |
| Participant deferral / active EE | $4,091 | $8,237-50.3% | $7,906-48.3% | $6,396-36.0% |
| Admin fee / account holder | $1,329 | $14,976-91.1% | $13,708-90.3% | $12,562-89.4% |