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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 | $119,202 | $77,896+53.0% | $134,172-11.2% | $82,448+44.6% |
| Participation rate | 69.1% | 62.8%+6.4pp | 72.5%-3.3pp | 68.1%+1.1pp |
| Annual return | 16.60% | 18.21%-1.6pp | 25.30%-8.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,067 | $2,159-4.2% | $3,420-39.5% | $2,551-19.0% |
| Participant deferral / active EE | $4,399 | $3,162+39.1% | $4,690-6.2% | $4,139+6.3% |
| Admin fee / account holder | $6,510 | $6,336+2.7% | $12,016-45.8% | $7,234-10.0% |