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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 | $189,168 | $86,949+117.6% | $102,460+84.6% | $80,959+133.7% |
| Participation rate | 69.1% | 72.4%-3.3pp | 76.5%-7.4pp | 67.7%+1.4pp |
| Annual return | 15.56% | 18.89%-3.3pp | 29.47%-13.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,326 | $2,370-1.8% | $3,025-23.1% | $2,757-15.6% |
| Participant deferral / active EE | $4,949 | $4,121+20.1% | $5,056-2.1% | $4,300+15.1% |
| Admin fee / account holder | $1,173 | $8,048-85.4% | $9,460-87.6% | $6,925-83.1% |