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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 | $113,997 | $45,079+152.9% | $69,461+64.1% | $72,983+56.2% |
| Participation rate | 60.4% | 68.5%-8.1pp | 74.6%-14.2pp | 69.5%-9.1pp |
| Annual return | 24.26% | 22.65%+1.6pp | 28.97%-4.7pp | 81.01%-56.8pp |
| Employer contribution / active EE | $2,263 | $2,055+10.1% | $2,779-18.6% | $2,440-7.3% |
| Participant deferral / active EE | $3,382 | $2,603+29.9% | $3,536-4.4% | $3,608-6.3% |
| Admin fee / account holder | $514 | $3,056-83.2% | $3,840-86.6% | $5,124-90.0% |