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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 | $100,693 | $65,364+54.1% | $92,909+8.4% | $72,975+38.0% |
| Participation rate | 58.1% | 68.3%-10.2pp | 76.0%-17.9pp | 69.5%-11.3pp |
| Annual return | 110.39% | 42.11%+68.3pp | 109.44%+0.9pp | 81.01%+29.4pp |
| Employer contribution / active EE | $2,365 | $2,594-8.9% | $3,653-35.3% | $2,440-3.1% |
| Participant deferral / active EE | $5,263 | $3,128+68.2% | $4,238+24.2% | $3,608+45.9% |
| Admin fee / account holder | $3,798 | $4,251-10.7% | $5,795-34.5% | $5,124-25.9% |