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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 | $123,761 | $52,580+135.4% | $71,671+72.7% | $70,124+76.5% |
| Participation rate | 67.7% | 60.9%+6.9pp | 68.7%-1.0pp | 69.5%-1.8pp |
| Annual return | 18.32% | 20.25%-1.9pp | 20.65%-2.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,766 | $1,616+9.3% | $2,460-28.2% | $2,342-24.6% |
| Participant deferral / active EE | $4,360 | $2,386+82.7% | $3,438+26.8% | $3,332+30.9% |
| Admin fee / account holder | $2,378 | $3,653-34.9% | $5,558-57.2% | $4,645-48.8% |