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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 | $117,906 | $87,059+35.4% | $105,608+11.6% | $80,925+45.7% |
| Participation rate | 64.4% | 70.4%-6.0pp | 75.3%-10.8pp | 67.7%-3.2pp |
| Annual return | 22.84% | 17.05%+5.8pp | 116.50%-93.7pp | 35.65%-12.8pp |
| Employer contribution / active EE | $3,129 | $2,396+30.6% | $3,167-1.2% | $2,756+13.5% |
| Participant deferral / active EE | $4,550 | $3,986+14.1% | $5,010-9.2% | $4,299+5.8% |
| Admin fee / account holder | $5,443 | $8,443-35.5% | $11,028-50.6% | $6,940-21.6% |