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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 | $124,046 | $100,194+23.8% | $122,979+0.9% | $86,983+42.6% |
| Participation rate | 67.3% | 73.0%-5.7pp | 77.2%-9.9pp | 69.5%-2.3pp |
| Annual return | 16.17% | 16.47%-0.3pp | 20.12%-3.9pp | 25.83%-9.7pp |
| Employer contribution / active EE | $2,871 | $2,326+23.5% | $3,062-6.2% | $2,584+11.1% |
| Participant deferral / active EE | $8,264 | $4,133+100.0% | $5,003+65.2% | $4,194+97.1% |
| Admin fee / account holder | $4,076 | $10,148-59.8% | $12,864-68.3% | $7,856-48.1% |