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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 | $75,160 | $84,953-11.5% | $163,379-54.0% | $82,637-9.0% |
| Participation rate | 66.1% | 65.9%+0.1pp | 76.8%-10.8pp | 68.1%-2.0pp |
| Annual return | 15.11% | 23.07%-8.0pp | 63.41%-48.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $2,760 | $2,183+26.5% | $3,752-26.4% | $2,552+8.2% |
| Participant deferral / active EE | $6,243 | $4,326+44.3% | $6,282-0.6% | $4,126+51.3% |
| Admin fee / account holder | $4,447 | $7,921-43.9% | $9,818-54.7% | $7,339-39.4% |