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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 | $64,813 | $62,242+4.1% | $105,582-38.6% | $69,733-7.1% |
| Participation rate | 69.9% | 47.3%+22.6pp | 71.8%-1.9pp | 62.5%+7.5pp |
| Annual return | 15.74% | 15.40%+0.3pp | 18.61%-2.9pp | 15.22%+0.5pp |
| Employer contribution / active EE | $2,621 | $1,558+68.3% | $2,984-12.2% | $2,250+16.5% |
| Participant deferral / active EE | $3,881 | $2,462+57.6% | $4,353-10.8% | $3,054+27.1% |
| Admin fee / account holder | $7,981 | $4,615+72.9% | $12,856-37.9% | $3,102+157.3% |