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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 | $169,547 | $183,516-7.6% | $155,534+9.0% | $145,884+16.2% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 16.72% | 61.43%-44.7pp | 64.92%-48.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,869 | $5,315-64.8% | $4,675-60.0% | $4,662-59.9% |
| Participant deferral / active EE | $8,261 | $6,467+27.8% | $5,630+46.7% | $6,690+23.5% |
| Admin fee / account holder | $21,713 | $19,293+12.5% | $15,900+36.6% | $13,392+62.1% |