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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 | $126,113+24.0% | $116,096+34.7% | $155,188+0.8% |
| Participation rate | 60.9% | 75.1%-14.3pp | 73.3%-12.5pp | 80.8%-19.9pp |
| Annual return | 10.73% | 391.72%-381.0pp | 326.25%-315.5pp | 148.84%-138.1pp |
| Employer contribution / active EE | $1,626 | $2,672-39.1% | $2,503-35.1% | $4,248-61.7% |
| Participant deferral / active EE | $4,365 | $4,162+4.9% | $3,952+10.5% | $6,531-33.2% |
| Admin fee / account holder | $7,753 | $8,045-3.6% | $7,704+0.6% | $14,480-46.5% |