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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 | $164,863 | $172,111-4.2% | $150,298+9.7% | $137,256+20.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.07% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,152 | $4,636-32.0% | $4,154-24.1% | $4,156-24.2% |
| Participant deferral / active EE | $21,916 | $6,166+255.4% | $5,453+301.9% | $6,407+242.1% |
| Admin fee / account holder | $1,395 | $16,471-91.5% | $14,116-90.1% | $12,270-88.6% |