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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 | $134,346 | $95,453+40.7% | $112,040+19.9% | $82,448+62.9% |
| Participation rate | 69.0% | 72.8%-3.7pp | 76.5%-7.5pp | 68.1%+0.9pp |
| Annual return | 16.30% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,783 | $2,318-23.1% | $2,954-39.6% | $2,551-30.1% |
| Participant deferral / active EE | $4,583 | $4,224+8.5% | $5,098-10.1% | $4,139+10.7% |
| Admin fee / account holder | $3,646 | $9,013-59.5% | $12,098-69.9% | $7,234-49.6% |