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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 | $97,751-1.4% | $103,447-6.8% | $145,877-33.9% |
| Participation rate | 69.2% | 81.1%-11.9pp | 80.5%-11.3pp | 80.3%-11.1pp |
| Annual return | 11.82% | 25.43%-13.6pp | 23.92%-12.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $5,204 | $4,684+11.1% | $4,678+11.2% | $4,663+11.6% |
| Participant deferral / active EE | $7,256 | $6,603+9.9% | $6,624+9.6% | $6,691+8.5% |
| Admin fee / account holder | $4,222 | $12,515-66.3% | $9,415-55.2% | $13,402-68.5% |