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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 | $81,276+114.3% | $155,574+11.9% | $80,925+115.2% |
| Participation rate | 67.5% | 66.2%+1.3pp | 78.2%-10.7pp | 67.7%-0.2pp |
| Annual return | 20.02% | 33.36%-13.3pp | 64.87%-44.8pp | 35.65%-15.6pp |
| Employer contribution / active EE | $3,192 | $3,103+2.9% | $4,676-31.7% | $2,756+15.8% |
| Participant deferral / active EE | $7,386 | $3,453+113.9% | $5,629+31.2% | $4,299+71.8% |
| Admin fee / account holder | $4,918 | $7,993-38.5% | $15,914-69.1% | $6,940-29.1% |