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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 | $51,777 | $48,078+7.7% | $78,676-34.2% | $62,881-17.7% |
| Participation rate | 68.8% | 65.2%+3.5pp | 73.6%-4.8pp | 69.3%-0.6pp |
| Annual return | 9.28% | 31.36%-22.1pp | 62.19%-52.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $7,125 | $2,015+253.7% | $2,850+150.0% | $2,281+212.4% |
| Participant deferral / active EE | $8,367 | $2,587+223.4% | $3,517+137.9% | $3,203+161.2% |
| Admin fee / account holder | $608 | $3,206-81.0% | $4,510-86.5% | $4,296-85.9% |