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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 | $168,462 | $154,228+9.2% | $145,433+15.8% | $137,256+22.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 33.38% | 74.59%-41.2pp | 66.58%-33.2pp | 220.34%-187.0pp |
| Employer contribution / active EE | $1,602 | $4,804-66.6% | $4,554-64.8% | $4,156-61.4% |
| Participant deferral / active EE | $4,000 | $8,216-51.3% | $7,897-49.4% | $6,407-37.6% |
| Admin fee / account holder | $321 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |