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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 | $82,354 | $174,379-52.8% | $152,093-45.9% | $138,895-40.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 18.96% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $4,234 | $4,652-9.0% | $4,175+1.4% | $4,194+1.0% |
| Participant deferral / active EE | $9,956 | $6,159+61.6% | $5,451+82.6% | $6,396+55.7% |
| Admin fee / account holder | $645 | $16,880-96.2% | $14,497-95.6% | $12,562-94.9% |