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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 | $193,828 | $154,228+25.7% | $145,433+33.3% | $137,256+41.2% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 16.38% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,176 | $4,804-54.7% | $4,554-52.2% | $4,156-47.6% |
| Participant deferral / active EE | $12,400 | $8,216+50.9% | $7,897+57.0% | $6,407+93.5% |
| Admin fee / account holder | $1,572 | $14,344-89.0% | $13,129-88.0% | $12,270-87.2% |