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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 | $168,193 | $181,062-7.1% | $158,223+6.3% | $155,188+8.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 16.50% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $2,593 | $4,565-43.2% | $4,109-36.9% | $4,248-39.0% |
| Participant deferral / active EE | $8,653 | $6,134+41.0% | $5,467+58.3% | $6,531+32.5% |
| Admin fee / account holder | $1,424 | $18,825-92.4% | $16,047-91.1% | $14,480-90.2% |