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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 | $162,136+10.7% | $152,301+17.8% | $154,746+16.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 15.40% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $5,154 | $4,890+5.4% | $4,624+11.4% | $4,379+17.7% |
| Participant deferral / active EE | $4,141 | $8,341-50.4% | $8,004-48.3% | $6,730-38.5% |
| Admin fee / account holder | $6,657 | $15,759-57.8% | $14,398-53.8% | $14,365-53.7% |