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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 | $97,165 | $58,493+66.1% | $84,023+15.6% | $72,976+33.1% |
| Participation rate | 69.2% | 61.2%+8.0pp | 69.0%+0.2pp | 69.5%-0.3pp |
| Annual return | 21.00% | 28.93%-7.9pp | 71.32%-50.3pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,781 | $1,163+53.1% | $1,984-10.2% | $2,440-27.0% |
| Participant deferral / active EE | $2,627 | $2,394+9.8% | $3,239-18.9% | $3,608-27.2% |
| Admin fee / account holder | $499 | $4,569-89.1% | $6,102-91.8% | $5,124-90.3% |