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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 | $174,163 | $81,358+114.1% | $155,556+12.0% | $80,959+115.1% |
| Participation rate | 67.5% | 66.3%+1.2pp | 78.2%-10.7pp | 67.7%-0.2pp |
| Annual return | 20.02% | 33.39%-13.4pp | 64.84%-44.8pp | 35.67%-15.6pp |
| Employer contribution / active EE | $3,192 | $3,106+2.8% | $4,675-31.7% | $2,757+15.8% |
| Participant deferral / active EE | $7,386 | $3,455+113.7% | $5,631+31.2% | $4,300+71.7% |
| Admin fee / account holder | $4,918 | $7,994-38.5% | $15,885-69.0% | $6,925-29.0% |