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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 | $142,088 | $73,988+92.0% | $96,538+47.2% | $75,177+89.0% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 18.77% | 26.73%-8.0pp | 35.74%-17.0pp | 160.75%-142.0pp |
| Employer contribution / active EE | $2,808 | $2,930-4.2% | $3,740-24.9% | $2,671+5.1% |
| Participant deferral / active EE | $5,401 | $3,660+47.5% | $4,880+10.7% | $4,126+30.9% |
| Admin fee / account holder | $4,798 | $5,220-8.1% | $6,737-28.8% | $5,651-15.1% |