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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 | $122,487 | $86,940+40.9% | $102,434+19.6% | $80,935+51.3% |
| Participation rate | 69.2% | 72.4%-3.2pp | 76.5%-7.3pp | 67.7%+1.6pp |
| Annual return | 12.79% | 18.89%-6.1pp | 29.46%-16.7pp | 35.66%-22.9pp |
| Employer contribution / active EE | $4,073 | $2,370+71.9% | $3,023+34.7% | $2,757+47.7% |
| Participant deferral / active EE | $4,872 | $4,121+18.2% | $5,055-3.6% | $4,299+13.3% |
| Admin fee / account holder | $40,450 | $8,047+402.7% | $9,462+327.5% | $6,924+484.2% |