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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 | $119,144 | $72,273+64.9% | $101,275+17.6% | $79,856+49.2% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 18.43% | 22.30%-3.9pp | 46.48%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,859 | $2,691-30.9% | $3,660-49.2% | $2,471-24.8% |
| Participant deferral / active EE | $4,640 | $3,282+41.4% | $4,371+6.2% | $3,741+24.0% |
| Admin fee / account holder | $2,162 | $4,401-50.9% | $5,948-63.7% | $5,306-59.3% |