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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 | $160,130 | $160,040+0.1% | $147,096+8.9% | $145,877+9.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.94% | 98.49%-86.6pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,032 | $5,289-80.5% | $4,936-79.1% | $4,663-77.9% |
| Participant deferral / active EE | $10,100 | $8,429+19.8% | $8,071+25.1% | $6,691+51.0% |
| Admin fee / account holder | $1,573 | $15,050-89.5% | $13,005-87.9% | $13,402-88.3% |