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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 | $126,226 | $55,684+126.7% | $75,900+66.3% | $72,976+73.0% |
| Participation rate | 65.0% | 61.1%+3.9pp | 69.3%-4.3pp | 69.5%-4.5pp |
| Annual return | 19.52% | 27.60%-8.1pp | 30.73%-11.2pp | 81.02%-61.5pp |
| Employer contribution / active EE | $2,812 | $1,687+66.7% | $2,501+12.4% | $2,440+15.3% |
| Participant deferral / active EE | $4,942 | $2,634+87.6% | $3,604+37.2% | $3,608+37.0% |
| Admin fee / account holder | $657 | $3,981-83.5% | $5,421-87.9% | $5,124-87.2% |