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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 | $179,456 | $154,228+16.4% | $145,433+23.4% | $137,256+30.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.40% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $5,154 | $4,804+7.3% | $4,554+13.2% | $4,156+24.0% |
| Participant deferral / active EE | $4,141 | $8,216-49.6% | $7,897-47.6% | $6,407-35.4% |
| Admin fee / account holder | $6,657 | $14,344-53.6% | $13,129-49.3% | $12,270-45.7% |