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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 | $95,404+30.0% | $113,397+9.4% | $82,637+50.1% |
| Participation rate | 67.3% | 72.8%-5.5pp | 76.5%-9.2pp | 68.1%-0.8pp |
| Annual return | 16.17% | 19.08%-2.9pp | 23.20%-7.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $2,871 | $2,307+24.5% | $2,977-3.6% | $2,552+12.5% |
| Participant deferral / active EE | $8,264 | $4,220+95.9% | $5,076+62.8% | $4,126+100.3% |
| Admin fee / account holder | $4,076 | $9,168-55.5% | $11,957-65.9% | $7,339-44.5% |