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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 | $165,740 | $181,062-8.5% | $158,223+4.8% | $155,188+6.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 19.93% | 57.39%-37.5pp | 52.09%-32.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $6,535 | $4,565+43.2% | $4,109+59.0% | $4,248+53.8% |
| Participant deferral / active EE | $5,377 | $6,134-12.3% | $5,467-1.6% | $6,531-17.7% |
| Admin fee / account holder | $1,414 | $18,825-92.5% | $16,047-91.2% | $14,480-90.2% |