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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 | $93,718 | $52,580+78.2% | $71,671+30.8% | $70,126+33.6% |
| Participation rate | 53.3% | 60.9%-7.5pp | 68.7%-15.4pp | 69.5%-16.2pp |
| Annual return | 19.38% | 20.25%-0.9pp | 20.65%-1.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,937 | $1,616+19.9% | $2,460-21.3% | $2,343-17.3% |
| Participant deferral / active EE | $3,365 | $2,386+41.0% | $3,438-2.1% | $3,332+1.0% |
| Admin fee / account holder | $338 | $3,653-90.8% | $5,558-93.9% | $4,645-92.7% |