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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 | $136,860+13.8% | $120,344+29.4% | $154,746+0.7% |
| Participation rate | 68.4% | 79.9%-11.5pp | 76.7%-8.3pp | 80.7%-12.3pp |
| Annual return | 10.76% | 21.38%-10.6pp | 20.30%-9.5pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,840 | $3,533-19.6% | $3,020-6.0% | $4,379-35.1% |
| Participant deferral / active EE | $6,293 | $5,793+8.6% | $5,135+22.5% | $6,730-6.5% |
| Admin fee / account holder | $1,554 | $15,393-89.9% | $12,742-87.8% | $14,365-89.2% |