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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 | $154,219 | $76,696+101.1% | $96,515+59.8% | $71,511+115.7% |
| Participation rate | 69.5% | 66.6%+3.0pp | 74.3%-4.8pp | 67.9%+1.6pp |
| Annual return | 17.34% | 48.32%-31.0pp | 35.73%-18.4pp | 28.86%-11.5pp |
| Employer contribution / active EE | $2,327 | $3,032-23.2% | $3,740-37.8% | $2,589-10.1% |
| Participant deferral / active EE | $4,593 | $3,770+21.8% | $4,880-5.9% | $4,291+7.0% |
| Admin fee / account holder | $4,667 | $2,030+129.9% | $6,735-30.7% | $1,588+193.8% |