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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 | $61,918 | $76,407-19.0% | $150,298-58.8% | $82,448-24.9% |
| Participation rate | 67.4% | 66.4%+1.0pp | 77.8%-10.3pp | 68.1%-0.7pp |
| Annual return | 17.02% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,735 | $2,614+42.9% | $4,154-10.1% | $2,551+46.4% |
| Participant deferral / active EE | $7,291 | $3,214+126.8% | $5,453+33.7% | $4,139+76.2% |
| Admin fee / account holder | $5,622 | $6,352-11.5% | $14,116-60.2% | $7,234-22.3% |