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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 | $181,062+6.3% | $158,223+21.6% | $155,188+24.0% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 20.28% | 57.39%-37.1pp | 52.09%-31.8pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,673 | $4,565-63.3% | $4,109-59.3% | $4,248-60.6% |
| Participant deferral / active EE | $9,040 | $6,134+47.4% | $5,467+65.4% | $6,531+38.4% |
| Admin fee / account holder | $1,601 | $18,825-91.5% | $16,047-90.0% | $14,480-88.9% |