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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 | $126,039 | $81,276+55.1% | $155,574-19.0% | $80,925+55.7% |
| Participation rate | 65.5% | 66.2%-0.7pp | 78.2%-12.7pp | 67.7%-2.1pp |
| Annual return | 15.21% | 33.36%-18.1pp | 64.87%-49.7pp | 35.65%-20.4pp |
| Employer contribution / active EE | $3,460 | $3,103+11.5% | $4,676-26.0% | $2,756+25.5% |
| Participant deferral / active EE | $3,565 | $3,453+3.2% | $5,629-36.7% | $4,299-17.1% |
| Admin fee / account holder | $423 | $7,993-94.7% | $15,914-97.3% | $6,940-93.9% |