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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 | $135,047 | $88,672+52.3% | $105,223+28.3% | $82,448+63.8% |
| Participation rate | 65.0% | 67.9%-2.9pp | 75.0%-10.0pp | 68.1%-3.1pp |
| Annual return | 15.80% | 30.86%-15.1pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,765 | $3,048-42.1% | $3,689-52.2% | $2,551-30.8% |
| Participant deferral / active EE | $4,261 | $4,036+5.6% | $5,072-16.0% | $4,139+2.9% |
| Admin fee / account holder | $8,209 | $7,146+14.9% | $8,859-7.3% | $7,234+13.5% |