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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 | $106,145 | $57,590+84.3% | $86,233+23.1% | $82,448+28.7% |
| Participation rate | 64.9% | 57.9%+7.1pp | 69.0%-4.1pp | 68.1%-3.1pp |
| Annual return | 17.63% | 22.41%-4.8pp | 61.39%-43.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,276 | $1,655-22.9% | $2,504-49.1% | $2,551-50.0% |
| Participant deferral / active EE | $5,883 | $3,080+91.0% | $4,559+29.0% | $4,139+42.1% |
| Admin fee / account holder | $2,402 | $4,730-49.2% | $8,342-71.2% | $7,234-66.8% |