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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 | $65,718 | $54,757+20.0% | $90,304-27.2% | $72,975-9.9% |
| Participation rate | 69.0% | 65.2%+3.8pp | 73.3%-4.3pp | 69.5%-0.5pp |
| Annual return | 16.69% | 30.63%-13.9pp | 78.13%-61.4pp | 81.01%-64.3pp |
| Employer contribution / active EE | $3,646 | $2,093+74.2% | $2,855+27.7% | $2,440+49.4% |
| Participant deferral / active EE | $3,471 | $2,887+20.2% | $3,885-10.7% | $3,608-3.8% |
| Admin fee / account holder | $41,866 | $3,973+953.7% | $5,354+682.0% | $5,124+717.1% |