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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 | $136,381 | $89,532+52.3% | $103,447+31.8% | $80,925+68.5% |
| Participation rate | 68.0% | 76.0%-8.0pp | 80.5%-12.5pp | 67.7%+0.3pp |
| Annual return | 23.75% | 22.80%+1.0pp | 23.92%-0.2pp | 35.65%-11.9pp |
| Employer contribution / active EE | $2,384 | $4,023-40.7% | $4,678-49.0% | $2,756-13.5% |
| Participant deferral / active EE | $6,739 | $5,459+23.4% | $6,624+1.7% | $4,299+56.8% |
| Admin fee / account holder | $6,729 | $6,774-0.7% | $9,415-28.5% | $6,940-3.0% |