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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 | $70,267 | $79,955-12.1% | $98,461-28.6% | $75,173-6.5% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.2%-15.2pp | 67.2%-7.2pp |
| Annual return | 28.20% | 19.75%+8.5pp | 21.17%+7.0pp | 160.72%-132.5pp |
| Employer contribution / active EE | $5,079 | $2,264+124.3% | $3,049+66.6% | $2,671+90.1% |
| Participant deferral / active EE | $9,154 | $3,752+144.0% | $4,738+93.2% | $4,126+121.9% |
| Admin fee / account holder | $3,228 | $6,841-52.8% | $8,961-64.0% | $5,651-42.9% |