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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 | $96,425 | $97,078-0.7% | $103,065-6.4% | $145,897-33.9% |
| Participation rate | 69.2% | 81.1%-11.9pp | 80.6%-11.3pp | 80.3%-11.1pp |
| Annual return | 11.82% | 25.49%-13.7pp | 23.95%-12.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $5,204 | $4,680+11.2% | $4,675+11.3% | $4,663+11.6% |
| Participant deferral / active EE | $7,256 | $6,601+9.9% | $6,625+9.5% | $6,689+8.5% |
| Admin fee / account holder | $4,222 | $12,505-66.2% | $9,349-54.8% | $13,390-68.5% |