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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 | $86,755 | $45,050+92.6% | $63,018+37.7% | $70,126+23.7% |
| Participation rate | 69.8% | 69.5%+0.3pp | 74.8%-5.0pp | 69.5%+0.3pp |
| Annual return | 19.79% | 18.76%+1.0pp | 87.62%-67.8pp | 73.15%-53.4pp |
| Employer contribution / active EE | $1,954 | $2,052-4.8% | $2,761-29.2% | $2,343-16.6% |
| Participant deferral / active EE | $5,196 | $2,466+110.7% | $3,330+56.1% | $3,332+56.0% |
| Admin fee / account holder | $4,050 | $2,834+42.9% | $3,601+12.5% | $4,645-12.8% |