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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 | $101,083 | $54,763+84.6% | $90,324+11.9% | $72,976+38.5% |
| Participation rate | 68.3% | 65.2%+3.1pp | 73.3%-5.0pp | 69.5%-1.2pp |
| Annual return | 23.44% | 30.63%-7.2pp | 78.15%-54.7pp | 81.02%-57.6pp |
| Employer contribution / active EE | $1,331 | $2,093-36.4% | $2,856-53.4% | $2,440-45.4% |
| Participant deferral / active EE | $3,571 | $2,887+23.7% | $3,885-8.1% | $3,608-1.0% |
| Admin fee / account holder | $3,556 | $3,973-10.5% | $5,356-33.6% | $5,124-30.6% |