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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 | $143,705 | $154,228-6.8% | $145,433-1.2% | $137,256+4.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 15.33% | 74.59%-59.3pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $6,333 | $4,804+31.8% | $4,554+39.0% | $4,156+52.4% |
| Participant deferral / active EE | $6,505 | $8,216-20.8% | $7,897-17.6% | $6,407+1.5% |
| Admin fee / account holder | $3,410 | $14,344-76.2% | $13,129-74.0% | $12,270-72.2% |