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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 | $96,518 | $86,938+11.0% | $102,423-5.8% | $80,925+19.3% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 20.68% | 18.89%+1.8pp | 29.42%-8.7pp | 35.65%-15.0pp |
| Employer contribution / active EE | $4,852 | $2,369+104.8% | $3,023+60.5% | $2,756+76.0% |
| Participant deferral / active EE | $16,637 | $4,120+303.8% | $5,054+229.2% | $4,299+287.0% |
| Admin fee / account holder | $9,045 | $8,053+12.3% | $9,455-4.3% | $6,940+30.3% |