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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 | $39,326 | $37,446+5.0% | $77,513-49.3% | $79,852-50.8% |
| Participation rate | 68.0% | 41.5%+26.5pp | 54.2%+13.8pp | 69.6%-1.6pp |
| Annual return | 13.40% | 39.76%-26.4pp | 54.81%-41.4pp | 31.72%-18.3pp |
| Employer contribution / active EE | $3,560 | $637+458.8% | $987+260.9% | $2,471+44.1% |
| Participant deferral / active EE | $4,906 | $1,261+289.1% | $1,861+163.6% | $3,740+31.2% |
| Admin fee / account holder | $3,273 | $2,506+30.6% | $2,859+14.5% | $5,306-38.3% |