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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 | $152,192 | $156,398-2.7% | $147,318+3.3% | $138,895+9.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 21.30% | 78.75%-57.5pp | 70.43%-49.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $4,226 | $4,853-12.9% | $4,593-8.0% | $4,194+0.8% |
| Participant deferral / active EE | $3,100 | $8,237-62.4% | $7,906-60.8% | $6,396-51.5% |
| Admin fee / account holder | $1,578 | $14,976-89.5% | $13,708-88.5% | $12,562-87.4% |