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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 | $163,279 | $174,379-6.4% | $152,093+7.4% | $138,895+17.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 16.77% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $4,702 | $4,652+1.1% | $4,175+12.6% | $4,194+12.1% |
| Participant deferral / active EE | $10,273 | $6,159+66.8% | $5,451+88.5% | $6,396+60.6% |
| Admin fee / account holder | $2,127 | $16,880-87.4% | $14,497-85.3% | $12,562-83.1% |