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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 | $128,040 | $57,119+124.2% | $85,187+50.3% | $80,935+58.2% |
| Participation rate | 69.2% | 56.4%+12.8pp | 67.5%+1.7pp | 67.7%+1.6pp |
| Annual return | 14.22% | 21.70%-7.5pp | 66.67%-52.4pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,689 | $1,802+49.3% | $2,732-1.6% | $2,757-2.5% |
| Participant deferral / active EE | $6,067 | $3,115+94.8% | $4,525+34.1% | $4,299+41.1% |
| Admin fee / account holder | $3,469 | $4,990-30.5% | $6,162-43.7% | $6,924-49.9% |