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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 | $104,071 | $73,978+40.7% | $96,515+7.8% | $75,173+38.4% |
| Participation rate | 69.7% | 66.4%+3.3pp | 74.3%-4.6pp | 67.2%+2.5pp |
| Annual return | 14.28% | 26.72%-12.4pp | 35.73%-21.5pp | 160.72%-146.4pp |
| Employer contribution / active EE | $1,950 | $2,931-33.5% | $3,740-47.9% | $2,671-27.0% |
| Participant deferral / active EE | $5,444 | $3,660+48.7% | $4,880+11.6% | $4,126+31.9% |
| Admin fee / account holder | $19,837 | $5,219+280.1% | $6,735+194.5% | $5,651+251.1% |