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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 | $161,891 | $174,379-7.2% | $152,093+6.4% | $138,895+16.6% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 18.74% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $7,276 | $4,652+56.4% | $4,175+74.3% | $4,194+73.5% |
| Participant deferral / active EE | $6,011 | $6,159-2.4% | $5,451+10.3% | $6,396-6.0% |
| Admin fee / account holder | $1,361 | $16,880-91.9% | $14,497-90.6% | $12,562-89.2% |