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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 | $136,415 | $174,379-21.8% | $152,093-10.3% | $138,895-1.8% |
| Participation rate | 60.9% | 81.6%-20.8pp | 77.8%-16.9pp | 79.9%-19.0pp |
| Annual return | 14.27% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,660 | $4,652-64.3% | $4,175-60.2% | $4,194-60.4% |
| Participant deferral / active EE | $6,190 | $6,159+0.5% | $5,451+13.5% | $6,396-3.2% |
| Admin fee / account holder | $33,363 | $16,880+97.6% | $14,497+130.1% | $12,562+165.6% |