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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 | $147,583 | $76,371+93.2% | $93,621+57.6% | $72,975+102.2% |
| Participation rate | 69.2% | 71.8%-2.5pp | 75.8%-6.6pp | 69.5%-0.3pp |
| Annual return | 38.78% | 25.82%+13.0pp | 32.76%+6.0pp | 81.01%-42.2pp |
| Employer contribution / active EE | $2,574 | $2,276+13.1% | $2,719-5.3% | $2,440+5.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,987 | $6,839-41.7% | $7,890-49.5% | $5,124-22.2% |