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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 | $168,988 | $80,983+108.7% | $96,544+75.0% | $75,177+124.8% |
| Participation rate | 69.2% | 71.8%-2.6pp | 76.0%-6.8pp | 67.2%+2.0pp |
| Annual return | 16.50% | 27.05%-10.6pp | 25.88%-9.4pp | 160.75%-144.3pp |
| Employer contribution / active EE | $2,637 | $2,282+15.6% | $2,966-11.1% | $2,671-1.3% |
| Participant deferral / active EE | $5,493 | $3,929+39.8% | $4,851+13.2% | $4,126+33.1% |
| Admin fee / account holder | $34,019 | $6,717+406.5% | $8,254+312.1% | $5,651+502.0% |