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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 | $122,175 | $201,264-39.3% | $184,185-33.7% | $145,978-16.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.63% | 29.00%-15.4pp | 28.81%-15.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $4,392 | $7,021-37.4% | $6,426-31.6% | $4,662-5.8% |
| Participant deferral / active EE | $8,033 | $9,806-18.1% | $9,132-12.0% | $6,690+20.1% |
| Admin fee / account holder | $882 | $16,376-94.6% | $13,909-93.7% | $13,400-93.4% |