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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 | $114,712+5.0% | $173,730-30.7% | $87,485+37.7% |
| Participation rate | 69.7% | 73.0%-3.3pp | 79.6%-9.9pp | 68.9%+0.8pp |
| Annual return | 38.64% | 20.18%+18.5pp | 19.96%+18.7pp | 26.06%+12.6pp |
| Employer contribution / active EE | $1,774 | $2,904-38.9% | $4,577-61.2% | $2,596-31.7% |
| Participant deferral / active EE | $5,990 | $4,642+29.1% | $6,326-5.3% | $4,274+40.2% |
| Admin fee / account holder | $563 | $10,210-94.5% | $17,523-96.8% | $7,775-92.8% |