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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 | $165,622 | $154,228+7.4% | $145,433+13.9% | $137,256+20.7% |
| Participation rate | 47.1% | 83.8%-36.7pp | 82.1%-35.1pp | 80.0%-32.9pp |
| Annual return | 14.79% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,859 | $4,804-61.3% | $4,554-59.2% | $4,156-55.3% |
| Participant deferral / active EE | $5,179 | $8,216-37.0% | $7,897-34.4% | $6,407-19.2% |
| Admin fee / account holder | $2,543 | $14,344-82.3% | $13,129-80.6% | $12,270-79.3% |