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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 | $181,337 | $156,398+15.9% | $147,318+23.1% | $138,895+30.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 19.10% | 78.75%-59.7pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $3,385 | $4,853-30.3% | $4,593-26.3% | $4,194-19.3% |
| Participant deferral / active EE | $8,903 | $8,237+8.1% | $7,906+12.6% | $6,396+39.2% |
| Admin fee / account holder | $7,494 | $14,976-50.0% | $13,708-45.3% | $12,562-40.3% |