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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 | $74,157 | $55,713+33.1% | $75,901-2.3% | $72,975+1.6% |
| Participation rate | 68.3% | 61.1%+7.2pp | 69.3%-1.0pp | 69.5%-1.2pp |
| Annual return | 22.69% | 27.60%-4.9pp | 30.76%-8.1pp | 81.01%-58.3pp |
| Employer contribution / active EE | $2,985 | $1,687+77.0% | $2,501+19.4% | $2,440+22.3% |
| Participant deferral / active EE | $7,228 | $2,634+174.4% | $3,603+100.6% | $3,608+100.4% |
| Admin fee / account holder | $2,766 | $3,980-30.5% | $5,420-49.0% | $5,124-46.0% |