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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 | $105,362 | $45,079+133.7% | $69,461+51.7% | $72,983+44.4% |
| Participation rate | 63.2% | 68.5%-5.3pp | 74.6%-11.4pp | 69.5%-6.3pp |
| Annual return | 25.93% | 22.65%+3.3pp | 28.97%-3.0pp | 81.01%-55.1pp |
| Employer contribution / active EE | $1,692 | $2,055-17.6% | $2,779-39.1% | $2,440-30.6% |
| Participant deferral / active EE | $3,258 | $2,603+25.2% | $3,536-7.9% | $3,608-9.7% |
| Admin fee / account holder | $1,424 | $3,056-53.4% | $3,840-62.9% | $5,124-72.2% |