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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 | $174,379-38.1% | $152,093-29.0% | $138,895-22.3% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 18.22% | 74.86%-56.6pp | 66.36%-48.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $7,212 | $4,652+55.0% | $4,175+72.7% | $4,194+71.9% |
| Participant deferral / active EE | $14,829 | $6,159+140.8% | $5,451+172.0% | $6,396+131.8% |
| Admin fee / account holder | $1,294 | $16,880-92.3% | $14,497-91.1% | $12,562-89.7% |