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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 | $155,763 | $124,425+25.2% | $112,040+39.0% | $137,256+13.5% |
| Participation rate | 68.4% | 79.3%-10.9pp | 76.5%-8.1pp | 80.0%-11.5pp |
| Annual return | 10.76% | 24.72%-14.0pp | 24.52%-13.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,840 | $3,411-16.7% | $2,954-3.9% | $4,156-31.7% |
| Participant deferral / active EE | $6,293 | $5,718+10.0% | $5,098+23.4% | $6,407-1.8% |
| Admin fee / account holder | $1,554 | $15,207-89.8% | $12,098-87.2% | $12,270-87.3% |