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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 | $107,989 | $185,312-41.7% | $161,489-33.1% | $154,746-30.2% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 18.22% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $7,212 | $4,769+51.2% | $4,268+69.0% | $4,379+64.7% |
| Participant deferral / active EE | $14,829 | $6,350+133.5% | $5,630+163.4% | $6,730+120.3% |
| Admin fee / account holder | $1,294 | $18,654-93.1% | $16,006-91.9% | $14,365-91.0% |