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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 | $110,874 | $56,287+97.0% | $80,977+36.9% | $62,881+76.3% |
| Participation rate | 69.0% | 68.9%0pp | 75.8%-6.8pp | 69.3%-0.3pp |
| Annual return | 9.96% | 22.13%-12.2pp | 17.11%-7.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,328 | $1,943+19.8% | $3,715-37.3% | $2,281+2.1% |
| Participant deferral / active EE | $2,434 | $4,196-42.0% | $5,696-57.3% | $3,203-24.0% |
| Admin fee / account holder | $6,482 | $3,742+73.2% | $5,517+17.5% | $4,296+50.9% |