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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 | $56,595 | $52,279+8.3% | $89,435-36.7% | $79,856-29.1% |
| Participation rate | 69.7% | 57.5%+12.2pp | 68.0%+1.7pp | 69.6%+0.1pp |
| Annual return | 20.43% | 22.16%-1.7pp | 245.55%-225.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,946 | $1,572+23.8% | $2,587-24.8% | $2,471-21.2% |
| Participant deferral / active EE | $3,235 | $2,740+18.1% | $3,890-16.8% | $3,741-13.5% |
| Admin fee / account holder | $1,062 | $3,356-68.4% | $4,884-78.3% | $5,306-80.0% |