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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 | $156,398-0.1% | $147,318+6.1% | $138,895+12.5% |
| Participation rate | 55.0% | 83.8%-28.8pp | 82.1%-27.1pp | 79.9%-24.9pp |
| Annual return | 14.46% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,151 | $4,853-55.7% | $4,593-53.2% | $4,194-48.7% |
| Participant deferral / active EE | $4,468 | $8,237-45.8% | $7,906-43.5% | $6,396-30.1% |
| Admin fee / account holder | $453 | $14,976-97.0% | $13,708-96.7% | $12,562-96.4% |