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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 | $178,614 | $162,136+10.2% | $152,301+17.3% | $154,746+15.4% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 13.17% | 91.02%-77.9pp | 80.50%-67.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,875 | $4,890-61.7% | $4,624-59.5% | $4,379-57.2% |
| Participant deferral / active EE | $4,098 | $8,341-50.9% | $8,004-48.8% | $6,730-39.1% |
| Admin fee / account holder | $137,926 | $15,759+775.2% | $14,398+858.0% | $14,365+860.1% |