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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 | $108,825+10.7% | $156,181-22.9% | $82,448+46.1% |
| Participation rate | 69.7% | 72.4%-2.7pp | 78.8%-9.1pp | 68.1%+1.6pp |
| Annual return | 38.64% | 20.59%+18.0pp | 64.87%-26.2pp | 41.64%-3.0pp |
| Employer contribution / active EE | $1,774 | $2,870-38.2% | $4,294-58.7% | $2,551-30.5% |
| Participant deferral / active EE | $5,990 | $4,577+30.9% | $6,132-2.3% | $4,139+44.7% |
| Admin fee / account holder | $563 | $9,341-94.0% | $14,586-96.1% | $7,234-92.2% |