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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 | $111,848 | $65,582+70.5% | $64,101+74.5% | $71,511+56.4% |
| Participation rate | 64.1% | 73.2%-9.1pp | 72.3%-8.2pp | 67.9%-3.9pp |
| Annual return | 12.72% | 18.96%-6.2pp | 33.72%-21.0pp | 28.86%-16.1pp |
| Employer contribution / active EE | $2,832 | $2,671+6.0% | $2,749+3.0% | $2,589+9.4% |
| Participant deferral / active EE | $4,692 | $3,628+29.3% | $3,881+20.9% | $4,291+9.4% |
| Admin fee / account holder | $8,835 | $616+1333.4% | $3,070+187.7% | $1,588+456.2% |