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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 | $98,238 | $48,314+103.3% | $67,561+45.4% | $80,925+21.4% |
| Participation rate | 69.2% | 66.4%+2.8pp | 72.9%-3.7pp | 67.7%+1.6pp |
| Annual return | 17.85% | 18.28%-0.4pp | 3525.44%-3507.6pp | 35.65%-17.8pp |
| Employer contribution / active EE | $4,003 | $2,022+98.0% | $2,735+46.4% | $2,756+45.2% |
| Participant deferral / active EE | $3,135 | $2,927+7.1% | $4,003-21.7% | $4,299-27.1% |
| Admin fee / account holder | $437 | $3,690-88.2% | $4,006-89.1% | $6,940-93.7% |