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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 | $196,448 | $185,312+6.0% | $161,489+21.6% | $154,746+26.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 20.04% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $3,874 | $4,769-18.8% | $4,268-9.2% | $4,379-11.5% |
| Participant deferral / active EE | $9,601 | $6,350+51.2% | $5,630+70.5% | $6,730+42.7% |
| Admin fee / account holder | $754 | $18,654-96.0% | $16,006-95.3% | $14,365-94.8% |