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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 | $161,312 | $97,550+65.4% | $120,344+34.0% | $87,485+84.4% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.7%-6.9pp | 68.9%+0.9pp |
| Annual return | 13.24% | 18.41%-5.2pp | 20.30%-7.1pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,568 | $2,291-31.5% | $3,020-48.1% | $2,596-39.6% |
| Participant deferral / active EE | $2,757 | $4,230-34.8% | $5,135-46.3% | $4,274-35.5% |
| Admin fee / account holder | $19,431 | $9,543+103.6% | $12,742+52.5% | $7,775+149.9% |