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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 | $111,070 | $57,140+94.4% | $85,240+30.3% | $80,959+37.2% |
| Participation rate | 60.7% | 56.4%+4.3pp | 67.5%-6.8pp | 67.7%-7.0pp |
| Annual return | 11.36% | 21.71%-10.3pp | 66.75%-55.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,861 | $1,802+3.3% | $2,735-32.0% | $2,757-32.5% |
| Participant deferral / active EE | $4,279 | $3,115+37.4% | $4,527-5.5% | $4,300-0.5% |
| Admin fee / account holder | $1,910 | $4,992-61.7% | $6,165-69.0% | $6,925-72.4% |