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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 | $67,531 | $54,763+23.3% | $90,324-25.2% | $72,976-7.5% |
| Participation rate | 69.2% | 65.2%+4.1pp | 73.3%-4.1pp | 69.5%-0.3pp |
| Annual return | 32.19% | 30.63%+1.6pp | 78.15%-46.0pp | 81.02%-48.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,068 | $2,887+40.9% | $3,885+4.7% | $3,608+12.8% |
| Admin fee / account holder | $11,612 | $3,973+192.2% | $5,356+116.8% | $5,124+126.6% |