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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 | $131,688 | $65,034+102.5% | $90,970+44.8% | $79,856+64.9% |
| Participation rate | 68.2% | 61.6%+6.6pp | 69.0%-0.8pp | 69.6%-1.5pp |
| Annual return | 11.69% | 30.45%-18.8pp | 134.60%-122.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,763 | $1,247+121.5% | $2,122+30.2% | $2,471+11.8% |
| Participant deferral / active EE | $7,621 | $2,512+203.4% | $3,373+126.0% | $3,741+103.7% |
| Admin fee / account holder | $6,765 | $4,536+49.2% | $5,961+13.5% | $5,306+27.5% |