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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 | $190,049 | $154,228+23.2% | $145,433+30.7% | $137,256+38.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.19% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,391 | $4,804-29.4% | $4,554-25.5% | $4,156-18.4% |
| Participant deferral / active EE | $8,478 | $8,216+3.2% | $7,897+7.3% | $6,407+32.3% |
| Admin fee / account holder | $2,172 | $14,344-84.9% | $13,129-83.5% | $12,270-82.3% |