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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 | $134,978 | $45,082+199.4% | $69,464+94.3% | $72,975+85.0% |
| Participation rate | 69.0% | 68.5%+0.6pp | 74.6%-5.6pp | 69.5%-0.4pp |
| Annual return | 18.76% | 22.66%-3.9pp | 28.98%-10.2pp | 81.01%-62.2pp |
| Employer contribution / active EE | $3,368 | $2,055+63.9% | $2,779+21.2% | $2,440+38.0% |
| Participant deferral / active EE | $3,619 | $2,604+39.0% | $3,536+2.3% | $3,608+0.3% |
| Admin fee / account holder | $2,946 | $3,057-3.6% | $3,840-23.3% | $5,124-42.5% |