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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 | $165,769 | $81,358+103.8% | $155,556+6.6% | $80,959+104.8% |
| Participation rate | 67.5% | 66.3%+1.2pp | 78.2%-10.7pp | 67.7%-0.2pp |
| Annual return | 17.28% | 33.39%-16.1pp | 64.84%-47.6pp | 35.67%-18.4pp |
| Employer contribution / active EE | $3,185 | $3,106+2.5% | $4,675-31.9% | $2,757+15.5% |
| Participant deferral / active EE | $4,584 | $3,455+32.7% | $5,631-18.6% | $4,300+6.6% |
| Admin fee / account holder | $15,821 | $7,994+97.9% | $15,885-0.4% | $6,925+128.4% |