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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 | $135,524 | $81,487+66.3% | $102,412+32.3% | $80,935+67.4% |
| Participation rate | 67.7% | 66.8%+0.9pp | 74.5%-6.8pp | 67.7%0pp |
| Annual return | 14.01% | 25.60%-11.6pp | 24.94%-10.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $2,629 | $3,103-15.3% | $3,870-32.1% | $2,757-4.6% |
| Participant deferral / active EE | $5,833 | $3,871+50.7% | $5,060+15.3% | $4,299+35.7% |
| Admin fee / account holder | $3,919 | $6,717-41.7% | $8,388-53.3% | $6,924-43.4% |