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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 | $185,312-9.2% | $161,489+4.2% | $154,746+8.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.50% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,593 | $4,769-45.6% | $4,268-39.3% | $4,379-40.8% |
| Participant deferral / active EE | $8,653 | $6,350+36.3% | $5,630+53.7% | $6,730+28.6% |
| Admin fee / account holder | $1,424 | $18,654-92.4% | $16,006-91.1% | $14,365-90.1% |