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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 | $58,048+11.7% | $94,215-31.2% | $65,306-0.8% |
| Participation rate | 69.9% | 45.3%+24.6pp | 70.0%0pp | 57.7%+12.2pp |
| Annual return | 15.74% | 19.61%-3.9pp | 28.22%-12.5pp | 21.94%-6.2pp |
| Employer contribution / active EE | $2,621 | $1,427+83.7% | $2,675-2.0% | $1,967+33.2% |
| Participant deferral / active EE | $3,881 | $2,407+61.3% | $4,276-9.2% | $2,959+31.1% |
| Admin fee / account holder | $7,981 | $4,610+73.1% | $10,216-21.9% | $3,480+129.3% |