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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 | $126,903 | $71,215+78.2% | $93,696+35.4% | $80,935+56.8% |
| Participation rate | 67.9% | 60.4%+7.5pp | 68.7%-0.9pp | 67.7%+0.2pp |
| Annual return | 15.85% | 11.27%+4.6pp | 133.74%-117.9pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,877 | $1,565+19.9% | $2,422-22.5% | $2,757-31.9% |
| Participant deferral / active EE | $3,139 | $4,037-22.2% | $4,417-28.9% | $4,299-27.0% |
| Admin fee / account holder | $16,672 | $6,958+139.6% | $8,287+101.2% | $6,924+140.8% |