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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 | $120,479 | $123,478-2.4% | $216,567-44.4% | $94,015+28.1% |
| Participation rate | 69.7% | 75.1%-5.4pp | 81.6%-11.9pp | 70.8%-1.1pp |
| Annual return | 38.64% | 23.61%+15.0pp | 12.94%+25.7pp | 17.84%+20.8pp |
| Employer contribution / active EE | $1,774 | $3,136-43.4% | $5,216-66.0% | $2,790-36.4% |
| Participant deferral / active EE | $5,990 | $4,556+31.5% | $6,191-3.2% | $4,249+41.0% |
| Admin fee / account holder | $563 | $12,753-95.6% | $21,981-97.4% | $8,951-93.7% |