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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 | $37,805 | $185,312-79.6% | $161,489-76.6% | $154,746-75.6% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 18.15% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $4,448 | $4,769-6.7% | $4,268+4.2% | $4,379+1.6% |
| Participant deferral / active EE | $8,393 | $6,350+32.2% | $5,630+49.1% | $6,730+24.7% |
| Admin fee / account holder | $2,483 | $18,654-86.7% | $16,006-84.5% | $14,365-82.7% |