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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 | $91,277 | $41,377+120.6% | $109,313-16.5% | $62,881+45.2% |
| Participation rate | 68.1% | 57.5%+10.5pp | 71.3%-3.2pp | 69.3%-1.2pp |
| Annual return | 18.47% | 11.05%+7.4pp | 22.07%-3.6pp | 20.14%-1.7pp |
| Employer contribution / active EE | $924 | $1,276-27.6% | $3,892-76.3% | $2,281-59.5% |
| Participant deferral / active EE | $3,283 | $2,045+60.5% | $3,166+3.7% | $3,203+2.5% |
| Admin fee / account holder | $3,627 | $2,884+25.8% | $5,666-36.0% | $4,296-15.6% |