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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 | $121,430 | $77,569+56.5% | $115,599+5.0% | $64,097+89.4% |
| Participation rate | 63.1% | 60.7%+2.4pp | 74.3%-11.2pp | 55.2%+7.9pp |
| Annual return | 17.57% | 18.52%-0.9pp | 111.10%-93.5pp | 34.64%-17.1pp |
| Employer contribution / active EE | $2,422 | $1,915+26.5% | $2,955-18.1% | $1,891+28.0% |
| Participant deferral / active EE | $4,597 | $3,327+38.2% | $4,889-6.0% | $3,080+49.3% |
| Admin fee / account holder | $7,238 | $4,470+61.9% | $12,841-43.6% | $3,454+109.5% |