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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 | $163,859 | $153,769+6.6% | $133,975+22.3% | $273,972-40.2% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.1%-44.2pp | 83.0%-40.2pp |
| Annual return | 14.00% | 36.51%-22.5pp | 29.29%-15.3pp | 41.46%-27.5pp |
| Employer contribution / active EE | $3,256 | $6,029-46.0% | $5,211-37.5% | $4,869-33.1% |
| Participant deferral / active EE | $6,417 | $6,958-7.8% | $6,282+2.2% | $5,287+21.4% |
| Admin fee / account holder | $1,228 | $11,765-89.6% | $9,324-86.8% | $10,133-87.9% |