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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 | $142,549 | $154,228-7.6% | $145,433-2.0% | $137,256+3.9% |
| Participation rate | 43.8% | 83.8%-40.0pp | 82.1%-38.4pp | 80.0%-36.2pp |
| Annual return | 13.87% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,638 | $4,804-24.3% | $4,554-20.1% | $4,156-12.5% |
| Participant deferral / active EE | $10,188 | $8,216+24.0% | $7,897+29.0% | $6,407+59.0% |
| Admin fee / account holder | $36,153 | $14,344+152.1% | $13,129+175.4% | $12,270+194.6% |