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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 | $154,228+1.3% | $145,433+7.5% | $137,256+13.9% |
| Participation rate | 55.0% | 83.8%-28.8pp | 82.1%-27.1pp | 80.0%-25.0pp |
| Annual return | 14.46% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,151 | $4,804-55.2% | $4,554-52.8% | $4,156-48.2% |
| Participant deferral / active EE | $4,468 | $8,216-45.6% | $7,897-43.4% | $6,407-30.3% |
| Admin fee / account holder | $453 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |