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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 | $156,354 | $101,618+53.9% | $93,063+68.0% | $137,256+13.9% |
| Participation rate | 60.9% | 74.9%-14.1pp | 72.1%-11.2pp | 80.0%-19.1pp |
| Annual return | 10.73% | 223.95%-213.2pp | 34.15%-23.4pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,626 | $2,707-39.9% | $2,476-34.3% | $4,156-60.9% |
| Participant deferral / active EE | $4,365 | $4,279+2.0% | $3,958+10.3% | $6,407-31.9% |
| Admin fee / account holder | $7,753 | $6,198+25.1% | $6,033+28.5% | $12,270-36.8% |