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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 | $81,233+55.2% | $155,567-19.0% | $80,874+55.8% |
| Participation rate | 65.5% | 66.2%-0.7pp | 78.2%-12.7pp | 67.6%-2.1pp |
| Annual return | 15.21% | 33.33%-18.1pp | 64.74%-49.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $3,460 | $3,101+11.6% | $4,674-26.0% | $2,756+25.5% |
| Participant deferral / active EE | $3,565 | $3,452+3.3% | $5,628-36.7% | $4,297-17.0% |
| Admin fee / account holder | $423 | $7,998-94.7% | $15,916-97.3% | $6,935-93.9% |