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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 | $172,111-2.3% | $150,298+11.9% | $137,256+22.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.50% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,593 | $4,636-44.1% | $4,154-37.6% | $4,156-37.6% |
| Participant deferral / active EE | $8,653 | $6,166+40.3% | $5,453+58.7% | $6,407+35.1% |
| Admin fee / account holder | $1,424 | $16,471-91.4% | $14,116-89.9% | $12,270-88.4% |