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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 | $148,984 | $148,629+0.2% | $135,982+9.6% | $139,487+6.8% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 14.56% | 79.33%-64.8pp | 68.32%-53.8pp | 373.84%-359.3pp |
| Employer contribution / active EE | $6,753 | $5,247+28.7% | $4,859+39.0% | $4,755+42.0% |
| Participant deferral / active EE | $17,360 | $8,102+114.3% | $7,760+123.7% | $6,713+158.6% |
| Admin fee / account holder | $48,163 | $12,406+288.2% | $10,767+347.3% | $11,407+322.2% |