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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 | $122,781 | $87,060+41.0% | $105,591+16.3% | $80,911+51.7% |
| Participation rate | 61.5% | 70.4%-8.9pp | 75.3%-13.7pp | 67.6%-6.1pp |
| Annual return | 16.05% | 17.05%-1.0pp | 116.43%-100.4pp | 35.63%-19.6pp |
| Employer contribution / active EE | $3,030 | $2,396+26.5% | $3,166-4.3% | $2,756+10.0% |
| Participant deferral / active EE | $7,011 | $3,986+75.9% | $5,008+40.0% | $4,297+63.2% |
| Admin fee / account holder | $9,496 | $8,442+12.5% | $11,024-13.9% | $6,935+36.9% |