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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 | $99,640 | $115,931-14.1% | $185,441-46.3% | $86,983+14.6% |
| Participation rate | 68.9% | 73.6%-4.7pp | 80.3%-11.4pp | 69.5%-0.7pp |
| Annual return | 30.64% | 21.47%+9.2pp | 20.16%+10.5pp | 25.83%+4.8pp |
| Employer contribution / active EE | $3,498 | $2,937+19.1% | $4,672-25.1% | $2,584+35.4% |
| Participant deferral / active EE | $7,172 | $4,551+57.6% | $6,152+16.6% | $4,194+71.0% |
| Admin fee / account holder | $758 | $10,687-92.9% | $17,890-95.8% | $7,856-90.4% |