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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 | $56,121+15.5% | $92,985-30.3% | $64,340+0.7% |
| Participation rate | 69.9% | 44.9%+25.0pp | 69.5%+0.4pp | 55.2%+14.7pp |
| Annual return | 15.74% | 19.19%-3.5pp | 27.99%-12.3pp | 24.14%-8.4pp |
| Employer contribution / active EE | $2,621 | $1,351+94.0% | $2,662-1.5% | $1,862+40.8% |
| Participant deferral / active EE | $3,881 | $2,362+64.3% | $4,377-11.3% | $2,980+30.2% |
| Admin fee / account holder | $7,981 | $6,869+16.2% | $9,463-15.7% | $3,703+115.5% |