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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 | $128,915 | $54,541+136.4% | $78,778+63.6% | $70,126+83.8% |
| Participation rate | 64.1% | 60.8%+3.3pp | 69.2%-5.1pp | 69.5%-5.4pp |
| Annual return | 18.17% | 21.07%-2.9pp | 35.62%-17.4pp | 73.15%-55.0pp |
| Employer contribution / active EE | $250 | $1,089-77.1% | $1,986-87.4% | $2,343-89.3% |
| Participant deferral / active EE | $3,567 | $2,210+61.4% | $2,958+20.6% | $3,332+7.0% |
| Admin fee / account holder | $1,370 | $3,709-63.1% | $5,134-73.3% | $4,645-70.5% |