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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 | $162,136-12.1% | $152,301-6.4% | $154,746-7.9% |
| Participation rate | 43.8% | 84.1%-40.4pp | 82.4%-38.7pp | 80.7%-37.0pp |
| Annual return | 13.87% | 91.02%-77.2pp | 80.50%-66.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,638 | $4,890-25.6% | $4,624-21.3% | $4,379-16.9% |
| Participant deferral / active EE | $10,188 | $8,341+22.1% | $8,004+27.3% | $6,730+51.4% |
| Admin fee / account holder | $36,153 | $15,759+129.4% | $14,398+151.1% | $14,365+151.7% |