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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 | $191,520 | $185,312+3.3% | $161,489+18.6% | $154,746+23.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 15.79% | 103.84%-88.1pp | 89.72%-73.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,651 | $4,769-65.4% | $4,268-61.3% | $4,379-62.3% |
| Participant deferral / active EE | $2,802 | $6,350-55.9% | $5,630-50.2% | $6,730-58.4% |
| Admin fee / account holder | $1,653 | $18,654-91.1% | $16,006-89.7% | $14,365-88.5% |