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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 | $117,865 | $81,504+44.6% | $102,437+15.1% | $80,959+45.6% |
| Participation rate | 69.4% | 66.9%+2.6pp | 74.5%-5.1pp | 67.7%+1.8pp |
| Annual return | 10.61% | 25.60%-15.0pp | 24.95%-14.3pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,768 | $3,104-43.0% | $3,871-54.3% | $2,757-35.9% |
| Participant deferral / active EE | $4,307 | $3,871+11.3% | $5,060-14.9% | $4,300+0.1% |
| Admin fee / account holder | $6,239 | $6,719-7.2% | $8,388-25.6% | $6,925-9.9% |