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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 | $190,048 | $178,174+6.7% | $156,181+21.7% | $137,256+38.5% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 18.25% | 84.19%-65.9pp | 64.87%-46.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,466 | $6,888+8.4% | $6,132+21.8% | $6,407+16.5% |
| Admin fee / account holder | $2,083 | $17,404-88.0% | $14,586-85.7% | $12,270-83.0% |