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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 | $88,269 | $162,136-45.6% | $152,301-42.0% | $154,746-43.0% |
| Participation rate | 60.9% | 84.1%-23.2pp | 82.4%-21.6pp | 80.7%-19.8pp |
| Annual return | 16.87% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,754 | $4,890-43.7% | $4,624-40.4% | $4,379-37.1% |
| Participant deferral / active EE | $8,039 | $8,341-3.6% | $8,004+0.4% | $6,730+19.4% |
| Admin fee / account holder | $2,544 | $15,759-83.9% | $14,398-82.3% | $14,365-82.3% |