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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 | $156,300 | $155,555+0.5% | $146,866+6.4% | $155,188+0.7% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.5%-27.5pp | 80.8%-25.8pp |
| Annual return | 14.46% | 115.41%-101.0pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,151 | $4,647-53.7% | $4,425-51.4% | $4,248-49.4% |
| Participant deferral / active EE | $4,468 | $8,044-44.5% | $7,759-42.4% | $6,531-31.6% |
| Admin fee / account holder | $453 | $14,755-96.9% | $13,620-96.7% | $14,480-96.9% |