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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 | $81,666 | $64,920+25.8% | $103,693-21.2% | $86,983-6.1% |
| Participation rate | 60.3% | 63.6%-3.3pp | 72.6%-12.3pp | 69.5%-9.2pp |
| Annual return | 39.11% | 30.29%+8.8pp | 47.61%-8.5pp | 25.83%+13.3pp |
| Employer contribution / active EE | $4,934 | $2,141+130.4% | $2,920+68.9% | $2,584+90.9% |
| Participant deferral / active EE | $6,089 | $3,241+87.9% | $4,579+33.0% | $4,194+45.2% |
| Admin fee / account holder | $4,633 | $6,191-25.2% | $7,858-41.0% | $7,856-41.0% |