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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 | $115,931+3.9% | $185,441-35.0% | $86,983+38.5% |
| Participation rate | 69.7% | 73.6%-3.9pp | 80.3%-10.6pp | 69.5%+0.2pp |
| Annual return | 38.64% | 21.47%+17.2pp | 20.16%+18.5pp | 25.83%+12.8pp |
| Employer contribution / active EE | $1,774 | $2,937-39.6% | $4,672-62.0% | $2,584-31.4% |
| Participant deferral / active EE | $5,990 | $4,551+31.6% | $6,152-2.6% | $4,194+42.8% |
| Admin fee / account holder | $563 | $10,687-94.7% | $17,890-96.9% | $7,856-92.8% |