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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 | $111,166 | $185,312-40.0% | $161,489-31.2% | $154,746-28.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 24.03% | 103.84%-79.8pp | 89.72%-65.7pp | 172.34%-148.3pp |
| Employer contribution / active EE | $8,182 | $4,769+71.6% | $4,268+91.7% | $4,379+86.9% |
| Participant deferral / active EE | $7,833 | $6,350+23.4% | $5,630+39.1% | $6,730+16.4% |
| Admin fee / account holder | $1,310 | $18,654-93.0% | $16,006-91.8% | $14,365-90.9% |