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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 | $55,932+15.9% | $76,735-15.5% | $67,986-4.7% |
| Participation rate | 69.9% | 50.8%+19.1pp | 69.5%+0.4pp | 57.2%+12.7pp |
| Annual return | 15.74% | 23.10%-7.4pp | 29.77%-14.0pp | 31.67%-15.9pp |
| Employer contribution / active EE | $2,621 | $1,487+76.3% | $2,454+6.8% | $2,019+29.8% |
| Participant deferral / active EE | $3,881 | $2,558+51.7% | $4,088-5.1% | $3,358+15.6% |
| Admin fee / account holder | $7,981 | $4,907+62.6% | $7,189+11.0% | $3,203+149.1% |