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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 | $113,825 | $48,327+135.5% | $67,575+68.4% | $80,935+40.6% |
| Participation rate | 69.4% | 66.4%+3.0pp | 72.9%-3.5pp | 67.7%+1.8pp |
| Annual return | 16.23% | 18.31%-2.1pp | 3528.98%-3512.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $1,947 | $2,022-3.7% | $2,736-28.8% | $2,757-29.4% |
| Participant deferral / active EE | $5,204 | $2,927+77.8% | $4,003+30.0% | $4,299+21.0% |
| Admin fee / account holder | $3,437 | $3,692-6.9% | $3,993-13.9% | $6,924-50.4% |