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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 | $111,129 | $65,361+70.0% | $92,903+19.6% | $72,983+52.3% |
| Participation rate | 59.6% | 68.3%-8.8pp | 76.0%-16.5pp | 69.5%-9.9pp |
| Annual return | 20.40% | 42.11%-21.7pp | 109.43%-89.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $2,161 | $2,594-16.7% | $3,653-40.8% | $2,440-11.4% |
| Participant deferral / active EE | $3,216 | $3,128+2.8% | $4,238-24.1% | $3,608-10.9% |
| Admin fee / account holder | $6,055 | $4,251+42.4% | $5,795+4.5% | $5,124+18.2% |