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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 | $153,618 | $140,592+9.3% | $123,105+24.8% | $125,389+22.5% |
| Participation rate | 65.2% | 88.2%-23.0pp | 86.8%-21.6pp | 83.2%-18.0pp |
| Annual return | -0.15% | 16.80%-16.9pp | 13.22%-13.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $4,153 | $6,041-31.3% | $5,151-19.4% | $4,866-14.7% |
| Participant deferral / active EE | $7,526 | $6,980+7.8% | $6,229+20.8% | $5,352+40.6% |
| Admin fee / account holder | $3,566 | $11,198-68.2% | $9,014-60.4% | $9,541-62.6% |