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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 | $86,604 | $48,078+80.1% | $78,676+10.1% | $62,881+37.7% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.6%-6.9pp | 69.3%-2.6pp |
| Annual return | 5.42% | 31.36%-25.9pp | 62.19%-56.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,846 | $2,015+90.9% | $2,850+34.9% | $2,281+68.6% |
| Participant deferral / active EE | $3,860 | $2,587+49.2% | $3,517+9.7% | $3,203+20.5% |
| Admin fee / account holder | $4,474 | $3,206+39.6% | $4,510-0.8% | $4,296+4.2% |