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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 | $126,067 | $45,082+179.6% | $69,464+81.5% | $72,975+72.8% |
| Participation rate | 58.8% | 68.5%-9.7pp | 74.6%-15.8pp | 69.5%-10.7pp |
| Annual return | 13.77% | 22.66%-8.9pp | 28.98%-15.2pp | 81.01%-67.2pp |
| Employer contribution / active EE | $1,717 | $2,055-16.5% | $2,779-38.2% | $2,440-29.6% |
| Participant deferral / active EE | $3,469 | $2,604+33.2% | $3,536-1.9% | $3,608-3.9% |
| Admin fee / account holder | $2,830 | $3,057-7.4% | $3,840-26.3% | $5,124-44.8% |