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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 | $141,697 | $116,203+21.9% | $93,621+51.4% | $152,909-7.3% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.8%-6.6pp | 82.5%-13.2pp |
| Annual return | 21.16% | 35.96%-14.8pp | 32.76%-11.6pp | 345.46%-324.3pp |
| Employer contribution / active EE | $2,527 | $3,219-21.5% | $2,719-7.1% | $4,764-47.0% |
| Participant deferral / active EE | $5,010 | $4,605+8.8% | $4,070+23.1% | $5,851-14.4% |
| Admin fee / account holder | $3,393 | $10,751-68.4% | $7,890-57.0% | $11,601-70.8% |