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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 | $159,934+0.1% | $147,005+8.9% | $145,959+9.7% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.94% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,032 | $5,287-80.5% | $4,934-79.1% | $4,661-77.9% |
| Participant deferral / active EE | $10,100 | $8,427+19.8% | $8,070+25.2% | $6,689+51.0% |
| Admin fee / account holder | $1,573 | $15,053-89.6% | $13,006-87.9% | $13,398-88.3% |