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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 | $67,535 | $78,682-14.2% | $109,188-38.1% | $85,851-21.3% |
| Participation rate | 68.6% | 68.3%+0.4pp | 75.9%-7.3pp | 69.3%-0.7pp |
| Annual return | 35.18% | 25.09%+10.1pp | 25.76%+9.4pp | 318.63%-283.5pp |
| Employer contribution / active EE | $3,323 | $2,734+21.6% | $3,723-10.7% | $2,565+29.5% |
| Participant deferral / active EE | $6,553 | $3,468+89.0% | $4,654+40.8% | $3,952+65.8% |
| Admin fee / account holder | $1,148 | $5,470-79.0% | $6,755-83.0% | $6,261-81.7% |