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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 | $192,420 | $174,379+10.3% | $152,093+26.5% | $138,895+38.5% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 20.28% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,673 | $4,652-64.0% | $4,175-59.9% | $4,194-60.1% |
| Participant deferral / active EE | $9,040 | $6,159+46.8% | $5,451+65.8% | $6,396+41.3% |
| Admin fee / account holder | $1,601 | $16,880-90.5% | $14,497-89.0% | $12,562-87.3% |