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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 | $147,607 | $154,228-4.3% | $145,433+1.5% | $137,256+7.5% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 14.30% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,509 | $4,804-68.6% | $4,554-66.9% | $4,156-63.7% |
| Participant deferral / active EE | $7,926 | $8,216-3.5% | $7,897+0.4% | $6,407+23.7% |
| Admin fee / account holder | $8,525 | $14,344-40.6% | $13,129-35.1% | $12,270-30.5% |